Our partnership was founded on the basis of having a positive impact on peoples lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.
General Information |
| Firm Start Year: | 2007 | |
| No.of Employees: | 2-4 | |
| Insurance License#: | 465566 |
| Name of Custodial Firm: | Fidelity Investments |
| States Licensed in: | PA |
| Number of Years with Current Firm: | 12 |
| Work Experience: | 15 Years of Experience |
Services |
| Investment Types: | Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks |
| I can meet clients in the following ways: | Via phone, Via email, Video Conference, At my office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Disability, Life, Long Term Care, Variable Annuity, Variable Life, Annuity |
Firm Information |
| Advisor's Number of Clients: | 38 |
| Advisor's Number of Managed Clients: | 38 |
| Advisor's Number of Planning Clients: | 38 |
Compliance |
| Registered Investment Advisor: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
| Masters of Business Administration - Finance |
Lehigh University - Bethlehem, PA
01/2000-06/2003 |
| Bachelor of Science - Chemical Engineering |
Penn State University - University Park, PA
08/1993 -12/1997 |
After graduating from Penn State University with a B.S. in Chemical Engineering, I was lucky enough to meet with an advisor who helped me to start saving and investing. Unfortunately, I soon realized that the financial services industry is full of advisors working for themselves, instead of their clients. Years of underperforming investments, along with a general lack of concern for my goals from several advisors, led me to manage my own investments. And later, while working for Lucent Technologies during the Dot-com years, I had the opportunity to attend Lehigh University and graduate with an MBA in Finance. MBA fresh in-hand, I decided to pursue a career in finance. I worked in NYC for Barclays Capital where I soon learned that I preferred working with individuals as opposed to large institutions. I co-founded Schuylkill Financial in order to help everyday people plan for their future. Our business is centered around developing and setting realistic goals with our clients. To do that we need to be passionate about our clients and responsive to their needs as we help them clarify their financial picture. When I am not in the office, I love spending time with my wife and children, doing just about anything outdoors. Hiking and mountain biking are at the top of my list and I can usually be identified as the guy toting one of my 2 little ones on my back and dog by my side on many of Downingtown's trails.
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
Eagle Scout Award
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