À propos

I focus my practice on helping self-made families align the power of their financial assets with their long term goals for flourishing as individuals and families across generations. I earned a business degree from the Wharton School at the University of Pennsylvania and a law degree from Seton Hall University. I also hold the Accredited Estate Planner (AEP®) designation.

I'm a member of The Society of Financial Service Professionals, The Legacy Wealth Coach Network, The Copper Beech Tree Society, a founding member of The Collaboration for Family Flourishing, and a Dean for the Purposeful Planning Institute. I speak often on the subject of incorporating ethics & values into long term financial and estate plans; authored several articles on these subjects, and have been quoted in periodicals such as the Wall Street Journal.
I've been married to Donna for 35 years, a friend & guardian to numerous dogs, an avid fly fisherman, cyclist, reader, traveler. And, I speak passable Italian.