“I began my career at a large financial services company where I worked my way up through multiple client facing roles to become an advisor. The investing bug bit senior year of college. I started following the RWM podcasts and blogs on my walk to class, and later on my commute to the office. Josh, Ben, Michael, and Barry gave me valuable investing knowledge and the confidence to form my own perspective to help serve my clients. I always imagined RWM as a place I could call home, so I emailed Michael to learn more, realizing I had nothing to lose. Thankfully, it all worked out—and I couldn’t be more excited to be working with like-minded people I’ve admired and learned from for years.”
“Working with the people who helped me find my passion for investing and wealth management—and working toward one mission: to help our clients achieve their unique retirement and life goals through thoughtful financial planning and investment management.”
“Spending time with family and friends—skiing, golfing, traveling, rooting for Philly sports, watching movies and eating good food in Hoboken, NJ.”
Davidson College, Economics

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