As a Partner at J3 Wealth Management, now merged to form Stratus Associates, I am primarily responsible for handling foundational financial planning, including cash flow management, defensive family planning & saving strategies, as well as advanced wealth transfer and tax strategies.

My unique approach to planning has been honed over the course of my career, starting with my invaluable time as a professional stock trader, then through my instrumental mentors at Strategies for Wealth and Gaber Group. I am an Accredited Investment Fiduciary® (AIF®), and have the series 7, 66 and Variable Life & Health Insurance licenses. 

Prior to entering financial services, Penn State helped shape who I am. The school’s ever-expanding and loyal network continues to assist my professional career. I also met my wife, Amy, at a Penn State networking event. My friends are my clients, and my clients are my friends. The personal and financial well-being of the people I know and work with are at the forefront of my mind, always.

Originally from York, Pennsylvania, I’ve lived in New York City since 2011. Outside of work, I am an avid volunteer with New York Cares and Culture for One and support the wonderful organizations Broadway Backwards and York Street Project. In my free time, I play rec volleyball for NY Urban where I have been seeking a championship for many years. Serving as a self-proclaimed NYC food tour guide and Broadway expert, don’t hesitate to ask for recommendations.

(Compliance approval: 8709069RG_Jan28)