We take the time to get to know you and your family. We care as much about YOU as your investments and aim to surprise and delight you on a personal level. You'll see letters after our names like CPA, CFP, and CFA. We have deliberately chosen to invest the time and effort to earn those and other credentials so we can be the best in the business, worthy of your trust. We explain things in terms you understand - no jargon. We proactively communicate with clients and identify and address important financial issues so things don't get missed. This provides a welcome financial confidence. We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary). We monitor changes in the markets and adjust your personal circumstances to determine whether your portfolio needs to be adjusted. We provide "red-carpet", Ritz-Carlton service with a FedEx level of efficiency.
|Firm Start Year:||2002|
|Name of Broker/Dealer:||Commonwealth Financial Network|
|Name of Custodial Firm:||National Financial Services|
|States Licensed in:||CO, DE, FL, LA, MA, MD, ME, NH, NJ, NY, PA, SC, VA|
|Number of Years with Current Firm:||8|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Commodities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via email, At my office, At your home, Via phone, At your office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident, Casualty, Property, Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health|
|Firm's Number of Clients:||252|
|Firm's Number of Planning Clients:||193|
|Firm's Number of Managed Clients:||193|
|Assets Managed by Firm:||$175,000,000|
|Assets Managed by Advisor:||$175,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$500,000|
Bethel College - St. Paul, MN
I started my career more than 20 years ago at a large financial services firm in Philadelphia and returned to the Lehigh Valley to found Milestone Financial Associates in 2002, providing comprehensive wealth management for successful families and business owners in our community. My firm's success has allowed me the freedom to be selective in working only with clients I like, for whom I believe I can have a meaningful impact. That is a game changer.
Along with the success I've enjoyed, I've had my share of failure as well. I am divorced, and as I reflect on what was undoubtedly the most painful experience of my life, I realize that I am able to relate, not just to the legal and financial aspects with others who are divorced, but I have tremendous empathy for all who have suffered loss and who must now try to revise their financial plans for a future that seems impossibly different than the one they envisioned. I embrace widows, widowers, and divorcees in my practice.
The greatest joys in life are my three boys - Ben, Nate, and John. We have busy lives together, between Boy Scout campouts, food drives, hikes, football and basketball practices and games, homework, and listening to the unbearable honking of Johnny learning to play the saxophone! There is never a dull moment!
|Mon.||9:00 AM - 5:30 PM|
|Tue.||9:00 AM - 5:30 PM|
|Wed.||9:00 AM - 5:30 PM|
|Thu.||9:00 AM - 5:30 PM|
|Fri.||9:00 AM - 5:30 PM|
|New Berlinville||New Ringgold|