Growing up around the business, I had the unique privilege of watching my father, Tom, build Keystone Financial Management from the ground up. His leadership and vision really inspired me, and I’ve always been fortunate to learn from some of the best advisors in the industry. Those experiences have shaped how I approach client relationships and financial planning.

While at Kutztown University, I interned with Keystone and got a firsthand look at how top advisors made a real impact—not just through financial expertise, but by connecting with clients on a personal level. After graduating in 2010 with a Business Administration degree, I passed my licensing exams and jumped into the family business. To be honest, I wasn’t totally sure I had what it took to be a successful financial advisor at the time, but I focused on listening closely to my clients and genuinely trying to understand their needs.

The more I worked with people, the more I realized this was a chance to make a real difference in their lives, our community, and the family legacy. I started consulting with individuals and families across the Lehigh Valley and beyond, always looking for ways to learn and build lasting relationships. The more I invested in helping others, the more I grew as an advisor.

In recognition of my work, I received the John Hancock Financial Network’s Best-In-Class Award for Client Excellence in both 2011 and 2012. In 2013, I decided to take it to the next level and joined the Signator Investors Corporate Registered Investment Advisor program. This allowed me to truly put my clients’ best interests first as a fiduciary. That same year, I also began working toward my Certified Financial Planner® designation to further expand my financial planning expertise.

A big turning point came in 2018, a year of huge changes personally and professionally. My fiancée, Monica, left her healthcare career to join me in supporting my clients, and I passed the CFP® exam. We also got married that year! Later, our broker-dealer of 36 years merged with Royal Alliance (now Osaic Wealth, Inc.), and we moved the KFM office to Nazareth, marking a new chapter for both my business and my family.

As my sister Amber and I step into our roles as Co-Owners of Keystone Financial Management, our priority is to lead the firm into its next chapter, building on the legacy of excellence and innovation that has always been at the core of Keystone.

When I’m not working, I love spending time with my wife, Monica, and our son, Hudson. We also enjoy getting outside as much as possible, music, or just enjoying the simple things in life.