As your Financial Advisor, my role is to help you to identify your unique dreams and goals in life and to develop the ideal plan that will help you pursue them. We do so in a receptive environment where we coach you through the different critical life events you will experience along the way.
There are numerous pieces to the Financial Planning puzzle, and your goals and situation are unique to you. We take time to value your situation and truly listen to what you need and want in an advisor. We value the opportunity to build and maintain a long-lasting relationship dedicated to quality service, communication, professionalism, and integrity.
The community and the history we have in Ambler are important to us.
My father started his insurance business in town in 1974, and we’ve continued to serve the area in the financial and insurance business ever since. I’ve been specifically providing financial support to our clients for over 30 years. I am a Certified Financial Planner™ and earned the recognized CFP® designation in 2003. I’m also a proud Bloomsburg Husky alum where I played baseball all four years, forging lasting friendships with my teammates, and giving back to the current team through scholarships and professional networking.
I’m fortunate to be married for over 30 years to my college sweetheart, Monica, and to have raised four wonderful children in the North Penn School District. We were heavily active in their after-school activities: sports, dance, theater. Through our involvement, we have met many tremendous families in our community that share our same values: positivity, generosity, enthusiasm, and commitment.
Our Oak & Stone Capital Advisors’ Team believes in the value of teamwork and what it brings to our clients. Our combined experience and knowledge allow us to provide our clients with every aspect of Financial Planning. We provide the collaboration, education, and communication that our clients deserve as their lives continue to move forward.
Learn about the CFP® designation >