Your trusted partner for every financial decision • Serving Montgomery County, PA & Nationwide
Founder of Fat Cat Financial and a fiduciary financial advisor, Pennsylvania-based and CFP® certified. Former ballplayer and outnumbered cat owner. Here’s my story, and why I built a firm designed to put you first.
I founded Fat Cat Financial Advisor after serving as an investment professional at Vanguard from 2024 to 2026, in roles spanning client service, sales, analysis, and advice. As a Vanguard advisor, I managed over $150 million in client assets and guided more than 200 households toward financial success.* I’ve been a licensed investment advisor since 2021 and a CFP® professional since 2023.
I started Fat Cat Financial Advisor to build something rooted in independence, fiduciary responsibility, and prudent financial principles. As an independent Registered Investment Advisor, every decision I make is for one person: you. I work as a fiduciary financial advisor Pennsylvania families can rely on, which means no product sales and no hidden incentives. Over my career, I’ve dedicated well over 10,000 hours to honing my craft.
I am based in Montgomery County and work with people throughout the Greater Philadelphia area, from Conshohocken and Blue Bell out to the Perkiomen Valley, as well as clients nationwide. Most of the people I work with are within a short drive, in Plymouth Meeting, Norristown, King of Prussia, Lafayette Hill, Ardmore, Wayne and Bryn Mawr, and we meet by video just as often as in person, so where you live matters far less than whether the advice actually fits your life. If you are looking for a fiduciary financial advisor, Pennsylvania families can rely on Fat Cat Financial for financial planning built around your life, and that is exactly what I built this firm to be.
Roles spanning client service, sales, analysis, and advice.
More than 200 client households advised and over $150 million in client assets managed at Vanguard.*
Became a licensed investment advisor.
Earned the CFP® designation.
Hours spent honing the craft.
I’m passionate about markets, financial planning, and sharing what I know so you can live your best life. I believe understanding is the foundation of every good decision, so I make it my job to help you feel clear and confident about your money. I also believe you don’t live in a calculator. Rules of thumb are fine starting points, but your plan should be built around you. The principles I’ve built this firm on are simple: discipline, a long-term mindset, and optimism.
Steady, repeatable habits beat reacting to headlines. We stick to the plan when it matters most.
Wealth compounds over decades, not weeks. We build for where you’re going, not this quarter.
Planning works. With a clear picture and good habits, the outcome is usually better than you expect.
There’s nothing more content with life than a well-taken-care-of house cat. As the owner of three myself (Loki, Bo, and Vito), I built this business with their philosophy at the forefront of my mind. When I’m not talking markets, you’ll find me playing baseball in Montgomery County’s Perkiomen Twilight League, training in Brazilian Jiu-Jitsu, or spending quality time with my wife Sam. I practice what I preach: discipline, a long-term mindset, and optimism.
My goal is to leave you feeling settled, secure, and free to enjoy your life, just as a fat cat would be after a good meal. I know this perspective well, as I witness it three-fold every day.
