As an advisor at High Point Financial, I specialize in delivering personalized financial planning and investment management services to individuals, families, and businesses. My approach emphasizes the importance of a customized, written financial plan and proactive, independent investment management, both tailored to help you achieve your financial objectives.Residing in Ambler, Pennsylvania, my son Tanner and I are dedicated to supporting our community through charitable involvement. We contribute to causes that are close to our hearts, such as the Walk for Hope, benefiting IBD and Crohn’s Disease, the American Liver Foundation's Liver Life Walk, and the Gift of Life Donor Dash. Since 2016, I have served as Treasurer of After The Glow, a nonprofit focused on raising awareness for Retinoblastoma and supporting families undergoing treatment at the Children’s Hospital of Philadelphia (CHOP). Outside of work, I enjoy coaching Tanner's basketball and soccer teams, and I make time for cycling and golfing with friends whenever possible.I began my career after earning a degree in Finance from West Chester University in 1998. I gained valuable experience at Smith Barney/Citigroup Global Markets, Inc., where I advanced to Senior VP and Senior Portfolio Manager. In 2006, I launched a private asset management practice, and in 2012, I joined Legacy Planning, where my practice flourished. Today, I bring that same commitment and expertise to High Point Financial, helping clients pursue their financial goals with confidence.