Tax Manager

How I Arrived at RWM:

After starting my career in public accounting, I decided that I wanted to help families grow and manage their money. Around the same time, I came across Michael Batnick’s blog. For years, I was an avid consumer of the content that the RWM team was producing. I am confident that I learned more reading RWM blogs than I did in my education or credentials studies. When the opportunity presented itself to be a part of a group that I admired for so long, it was an easy decision.

Favorite part of the job:

I enjoy helping people solve problems. Specific to my role, have found that tax planning is one aspect of the financial planning process that many clients are mystified by. I find no greater joy in my work than providing a clear and concise tax solution that benefits my clients.

Experience:

LinkedIn

Education:

Arcadia University, B.A.
Temple University, Master of Accountancy
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ / CFP®

Professional Organizations:

Board Member, Journal of Emerging Investigators
American Institute of Certified Public Accountants

When I’m Not Working:

I live outside of Philadelphia with my wife, Katie. We love exploring the city, specifically the dining scene. You can also find me on the basketball court, cooking, or enjoying a classic movie.

Contact:

Call 212-625-1200

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