Professional Story:

At uFinancial Group, we act with integrity and compassion, and use our resources and expertise to build relationships that work towards positive growth and financial independence for our clients and their loved ones. We are educators of our communities, helping people discover and achieve their personal and financial dreams.

Qualifications:

• Series 7 Registration
• Series 65 Registration
• Series 63 Registration
• Series 6 Registration
• Other: Managing Director, BS - Economics, Villanova University

Specialties:

• Primarily focused on helping Medical Professionals.
• Personal Financial Strategies
• Retirement Planning
• Wealth Management
• Estate Planning Strategies

Personal:

• Has played competitive golf his entire life, including at the Collegiate Level.
• Avid Philadelphia sports fan
• Enjoys traveling, being with friends and family, and attending sporting events.