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The reason I got into this profession

I took my late grandpa, Jesse’s advice by majoring in accounting at Penn State. He said, “You will always be able to get a job because accounting will teach you the fundamentals of running a business.” After working a long three years in the audit side of public accounting, I knew I had a different calling.

I wondered if there was a profession out there that could merge my obsession with the stock market (which began at age 15), my enjoyment of completing tax returns (yes, really), and my passion for helping people in need.

Further, I wanted to earn my living by giving objective advice not by selling financial products.  In 1997, I met Spencer Sherman who hired me as a junior financial advisor.  To paraphrase Jerry Maguire, he had me at “fee-only” and “work-life balance.” It turned out that pursuing a career in financial planning would be my calling.  Who knew that solving cash flow problems and discovering tax savings could be so rewarding?

One thing I’m doing to help the planet

Shift my diet to eating more organic foods and educating others on the dangers of eating sugars and foods treated with pesticides and growth hormones.

Outside of work, my passions include

Donating my human, social, and financial capital to nonprofits creating solutions to eliminate hunger, poverty and genocide.

I am working on a feature film chronicling the life of former Penn State football athlete, Adam Taliaferro, who, miraculously, recovered from a severe spinal cord injury.

One goal I’m saving for

A classic watch I can pass down to my son.  I would like to get some use out of it before he does!

The primary way I’m advancing my career knowledge

I have become an expert on celebrity and athlete finances.  I have always been a great sports fan and now count several professional athletes as clients.  While many celebrities and athletes jeopardize their financial stability through reckless spending, I am deeply committed to my clients’ financial success.  I always tell them:  “Look at the great athletes who are now broke.  That is not going to happen to you.  Not on my watch!”


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