Pursing the accounting and finance path was initiated for me at an early age. Throughout my high school years I continued to be exposed to and learn from others who were educated in the field, which triggered my interests further. I began my career as a CPA in auditing, but I quickly learned just how many questions and problems people had regarding their taxes and financial situations. After seeing how much help people needed, I soon realized that pursuing a deeper understanding around taxes and investments was my next professional move. As my career evolved I constantly made it a point to be learning as much as I could in order to prepare me for my next opportunity. Through my various roles in the tax and financial industry, I have gained 25+ years of unmatched knowledge that has led me to help build and grow who Alliance Wealth Management is today.A self-proclaimed curious learner, I have a great passion for challenging the norm to find a better solution for our clients. I appreciate the value of relationships and I am motivated to provide thoughtful solutions that not only consider the facts and numbers, but truly understand what it means for our clients and how I will help get them to where they want to be. I consider myself a teacher among my team and clients, and serve as the visionary for Alliance Wealth Management, always working to identify the best opportunities for our business and clients, helping connect the dots that lead to success. I am a devoted husband and delighted father of five daughters. When not in the office, I enjoy spending time outside whether biking, surfing, snowboarding or simply walking our family dog. Community service is an important part of my values and I have given back to my community as youth sports coach, a Lion and a YMCA board member. Additionally, I serve as a faculty member at Rider University, teaching various financial courses including accounting and I serve on Rider's Accounting Advisory Council.
Listed skills include Wealth Management and Air Quality.