I learned the term financial planning at the library before it became everyday speech. This idea captivated me. I wanted to help individuals and become an expert in various financial matters.
I left my New York City internship at Merrill Lynch to join an independent firm in New Jersey, where I helped corporate executives and their families with financial planning. It was a great opportunity; I became a financial planner early in my career.
I was recruited to Washington, D.C., where I developed technical solutions at Ernst & Young, LLP. There, I created financial models to help my clients answer questions like, In what shape is my financial future? When can I retire? It required extensive coding to pioneer this. The firm adopted my solution nationwide to help all the other advisors with their clients. Very rewarding and challenging, but the music stopped when the firm started promoting tax shelters and I saw senior partners go to jail. Fortunately, I knew better, and I didn't promote any schemes.
Then I relocated to Washington, D.C. to join the largest branch of Morgan Stanley. There, I developed my entrepreneurial spirit as a Wealth Advisor. I became informed of the role of big money center banks and their financial systems, achieving top growth marks and training privileges. Along this journey, I discovered that my personality and philosophical approach to service were more personalized and comprehensive. In other words, I value advice over products. With this experience and realization, plus the welcome opportunity to unite our families near Philadelphia, I returned, full circle, to independent financial planning. Here, I founded Junto Wealth to help my clients achieve a rewarding life. I love doing this!
Career Highlights
I have 25 years of experience helping private clients. I love doing this.
Community Involvement
I serve as the President of the Financial Planning Association's Philadelphia Area Chapter. I am a member of the Estate Planning Council of Philadelphia, and, more importantly, I serve as a youth sports coach to my son's and daughters' teams.
Personal Pursuits
I live near Philadelphia with my wife, Kami, three growing children, and our dog, Millie. I remain active with fitness, preferring squash and basketball to distract from actually exercising. I read a ton, dabble in creative writing, and enjoy traveling to warm weather locations that offer cheaper prices.
Fun Fact
As a child, I was rescued by a KGB Russian agent. Full story available upon request.
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