I founded WM Wealth Planning in early 2021. It is very important for me to help as many people as I can. I currently live in Abington, PA (right outside of Philadelphia) with my girlfriend Taylor and all our amazing pets. I earned my bachelor’s degree in business management from Wilkes University and earned my master’s degree in finance from Scranton University.
I love interacting with each of my clients and helping them reach their personal financial goals. Whether we are talking about retirement goals or daily budgeting, I try to give you as much value possible with each conversation.
Outside of work I enjoy being active, whether it is hiking or playing tennis. Another big passion of mine is sports. Growing up I played a lot of sports and the passion is still there. You will always catch me having the Sixers, Phillies, Eagles or Flyers on in the background.