As the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I’ve been helping families, individuals and business owners secure financial peace of mind since 2013.
At Compass Financial Solutions Inc., I currently service individuals, families and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.
I live in Springfield, Delaware County, PA with my wife Kristen and our two sons, Evan, and Preston. In my spare time, I serve as a member of the Board of the Springfield Youth Club. I am also a proud sponsor of the F.O.P. Lodge 27, the Collingdale Fire Company, the Delco Group, and the Tunnels to Towers Foundation. Today, more than ever, successful financial and retirement planning takes a team of professionals who are knowledgeable and ready to assist you in growing, protecting, and optimizing your assets. Let’s have a conversation. Learn more here.