Finding Your Fit

Client Centered

With over 30 years of quality service, we carry innovative products from the nation’s top-ranked insurance companies, contributing to your future plans by protecting you and your family.

We also specialize in assisting families navigate the college preparation and funding maze. Our program Payless4Colleges, is one of the nation’s premier college planning and funding services which has created phenomenal opportunities for families.

Comprehensive Approach

We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

The Family

I have been with my wife, Merydith for 20 years. We enjoy spending time going out together, watching new blockbuster movies, and eating good cuisine. Nothing beats spending time with loved ones: whether being out on the town or at home just hanging around and talking and laughing with my family..

We love going to the theater. We used to live in North Jersey and we always attended many Broadway shows in New York City. Now we make time each year to attend shows in the Philadelphia area.

My Dad Is My Hero

My Dad Is My Hero

My father didn’t have it easy. He worked pretty hard for everything. Every Monday he would leave for work and would come back late on Friday. He spent time working hard to make life easier for us. I remember learning the value of a hard day's work from him.

My father is a constant learner. Even though he didn’t graduate from college, he taught me how to read and love learning. At the age of 50, he decided to get his stockbroker license. This amazed me! I have always respected his passion for learning. He passed that passion to me. Most things can be solved in life with a little hard work and a nose for learning.

The goal is to keep creating memories together.

“My dad has been a hero of mine my entire life.”

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