Plans are nothing, Planning is everything.

I founded Fieldstone Financial on the belief that financial advisory services should be distinctly separate from investment management, providing clients with independent and unbiased financial guidance.

After graduating from Villanova University in 1992 with a BS in Accounting, I began my career at a small full-service accounting firm, where I gained valuable experience in personal and business taxes, bookkeeping oversight, and financial statement preparation. This foundation in accounting gave me deep insight into the financial complexities faced by both individuals and business owners.

I transitioned into financial services as a life insurance agent and registered representative of a broker-dealer, where I learned the intricacies of variable life insurance, annuities, and mutual fund investing. After gaining several years of experience, I co-founded a Registered Investment Advisory (RIA) firm, offering comprehensive investment and financial advisory services, including tax planning and preparation.

Driven by my belief that clients should be free to pursue investment advice from whichever provider they choose, I left the RIA space to focus solely on financial advisory. I launched Fieldstone Financial to empower clients with comprehensive financial planning and strategic guidance, allowing them the flexibility to seek investment advice independently. My mission is to help clients build a secure financial future, free from conflicts of interest, with personalized financial strategies that align with their goals and values.