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Work Background
Founder and Owner
Financial DogmaFounder and Owner
Jan. 2016Malvern, PA
Wealth Strategist
Scharf GroupWealth Strategist
Nov. 2012Malvern, PAComprehensive financial planning, incorporating a total review of personal/business financial portfolio to achieve primary goals in the following areas: -Retirement planning; -Investment strategies to help minimize taxes; -College tuition planning; -Help to maximize rate of returns on investments; -Coach individuals Age 21-50 to build and preserve personal wealth.
Financial Advisor
FRS Capital ManagementFinancial Advisor
Jan. 2010 - Nov. 2012Comprehensive financial planning, incorporating a total review of personal/business financial portfolio to achieve primary goals in the following areas: -Retirement planning; -Tax planning/reducing taxes; -Paying for educational expenses; -Maximizing rate of returns on investments -Review and/or creation of estate administration documents.
Investment Advisor Representative
ING Financial PartnersInvestment Advisor Representative
Jan. 2009 - Dec. 2009Comprehensive financial planning, incorporating total review of personal/business financial portfolio to achieve primary goals in the following areas: -Retirement planning; -Tax planning/reducing taxes; -Paying for educational expenses; -Maximizing rate of returns on investments -Review and/or creation of estate administration documents.
Project Manager
O'Neill PropertiesProject Manager
Aug. 2005 - Nov. 2008Project management in the entitlement/pre-development, development/construction and close-out phases of land development and ground-up construction projects. Legal review of contracts with JV partners, vendors, contractors and buyers/tenants.
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