As the top-rated financial advisory firm in Bucks County, we are committed to empowering you to plan your financial life with confidence. With a legacy that spans two generations, we serve as a trusted partner in delivering comprehensive financial advice tailored to the unique needs of our clients. Our vision transcends the present, encompassing a focused plan to serve the financial needs of future generations of your family for the next 100 years. Our firm is a fiduciary and always acts in the best interest of our clients.

I help wealth management and wealthtech firms improve their growth and performance

The power of intelligent wealth management enabling advisors to grow and scale their business.

Member of the Advisory Board of FiSpoke

Member of the Board of Directors of Future Capital

Member of the Board of Directors

Advisor Perspectives is the leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors. Financial professionals use Advisor Perspectives for:Email newsletters, which provides actionable insights related to investment strategy and the economy, as well as interviews with thought leaders in the investment industry.Market Commentaries, which is an audience-generated forum where fund companies, wealth managers and financial advisors share their views on the market, the economy, and investment strategy. This is the only place online where such a large diversity of opinion can be found in one easy to use, and fully searchable location.

AdvisorBid is the first and only patent-pending, modern marketplace for financial advisors to receive competing offers from broker-dealers, RIA custodians, and OSJs.

Lead from the front and serve as a critical partner to the co-founders, board and employees to drive the growth strategy, transformation, sales and marketing, product management, consulting, technology, alliances and client success.

Member of the Board of Directors.

WealthConductor LLC was founded in 2017 by advisors with decades of experience in the retirement marketplace. The team is passionate about providing an income distribution strategy that serves the needs of firms, financial advisors and individuals in meeting the challenges they face.

CoFounders Advisors Network is a selective group of professionals helping entrepreneurs who are part of the CoFounders Lab global community.

Headquartered in Santa Clara, CA, Entreda is the leading provider of comprehensive cyber security software, systems and training to the independent financial advice and healthcare industries.

Direct company operations, performance, and growth, managing a multimillion-dollar P&L and OpEx, and 450 FTEs in the U.S. and India. Facilitate business development, relationship management, marketing, product development/management, client implementations and services/support, business analysis, business-unit financials, and technology prioritization.KEY CONTRIBUTIONS:⇒ Collaborated with key stakeholders to transform the company into a thriving and respected market leader, reinventing virtually every aspect of its operations. Designed a new vision and improved organizational culture to enhance the product portfolio and data quality, resulting in increased revenue growth and reduced expenses. ⇒ Developed and implemented a clear vision, strategic plan, and execution roadmap where none existed. Transitioned the company beyond its “start-up mindset” to adapt a progressive vision for long-term operations and growth.Built a “people first” culture, introducing the Business Leaders’ Toolkit (career development programs, including mentoring, individual development planning, job shadowing, and job swaps) as well as systems to recognize achievements and celebrate successes. Reinvigorated the organizational culture and improved employee engagement scores, achieving above-average ratings in 2018 after multiple years of steady increases. Decreased attrition by 95%.⇒ Defined new value propositions framing the company’s perspective and priorities around 2 cornerstones—its people and clients—both mission-critical areas that required overhaul in order to fuel a successful turnaround.⇒ Led efforts to adopt a more client-centric perspective to inform product development, relationship management, and service delivery company-wide. ⇒ Resolved a longstanding data quality issue, developing programs/initiatives that allowed the company to be transparent and position itself as strategic and proactive in managing the quality of data collected and processed.

- Managing Director, Strategic Development & Product Management/Development (2012-2013)- Managing Director (2010-2012)Provided leadership continuity during the Pershing-Albridge integration, directing the post-merger integration successful in driving revenue synergies and realizing forecasted savings. Served as chief strategy officer and co-led Albridge during a formal CEO search, providing the operating and strategic leadership critical to maintaining and improving performance. KEY CONTRIBUTIONS:⇒ Led multidisciplinary projects in product creation, sales, marketing, operations, client relations, and technology; expanded role in 2012 to include oversight of all product management, product development, and business analysis functions within the organization.⇒ Spearheaded the company’s monumental initiative to reinvent/upgrade the market-leading proprietary wealth reporting platform, resulting in dramatically-improved user experience, analytics, and graphical interface capabilities.

Overcame a recessionary climate to grow multimillion-dollar recurring revenues within two years of joining the organization. KEY CONTRIBUTIONS:⇒ Spearheaded sales growth, developed new business initiatives, and effectively management client relationships.⇒ Established a customer-centric philosophy that paid lasting dividends and sustained iNautix’s profitability and promising market-leadership aspirations for multiple years.Achieved early career success advancing through high-impact leadership roles 10+ years with NetExchange, which revolutionized clearing technology as an outsourced solution for BDs and RIAs.