I founded Pennsylvania Capital Management in 1995. My entrepreneurial vision was to build a firm centered on the client, first and foremost, and to help people crystallize their thinking about the future of their lives and financial goals.I represent a new breed of wealth advisors who are passionate about providing the highest level of personalized service and attention. I am committed to developing a life-long, multi-generational relationship with our clients. This involves gaining a deeper understanding of family dynamics, his or her spending habits and the nuances of how individuals, couples and private business owners approach and prepare for major milestones and transitions. I am the ultimate optimist and the visionary of Pennsylvania Capital Management. I believe that with enough effort, the right level of commitment, and an understanding of what the finish line looks like, people can achieve virtually anything. I am also acutely attuned to identifying changing expectations that require reformulating and establishing new goals. I challenge my clients to achieve a richer, fuller life with a greater sense of purpose. And together we develop life planning strategies that will allow them to realize their financial hopes and dreams.Due to SEC rules on testimonials, making/receiving a "recommendation", "endorsement" or testimonial is prohibited. Specialties include: Asset Allocation, Investment Planning, Life Planning and Coaching, Income Tax Analysis, Retirement Planning, Educational Planning, Estate Planning, Legacy Planning, and Cash Flow Analysis