Partner
CurrentI have over ten years of experience in the financial services industry. I graduated from the University of Delaware with degrees in Economics and Political Science.Prior to joining Genesis Advisors, I was a Vice President for the J.P. Morgan Private Bank. While there, I was part of a team that managed the assets of High Net Worth individuals and families. I reside in Middletown, DE with my wife Dana and our children, Shane, Gabriella and Brennan.I specialize in working with the retirees and pre-retirees who struggle to develop a retirement income strategy. Developing a strategy that balances your needs and wants against your resources is critical as you transition into retirement. Maintaining and adjusting your strategy throughout retirement is also necessary as your needs change.We provide wealth management services for individuals and companies. We specialize in retirement income and legacy planning.Securities and advisory services offered through Centaurus Financial, Inc, Member FINRA & SIPC. Supervisory Branch: 2300 E Katella Ave, Suite 200, Anaheim CA 92806 Telephone: (800) 880-4234Genesis Advisors and Centaurus Financial, Inc are not affiliated Companies. I am licensed to sell securities in DE, PA, MD, NJ.