Senior Investment Executive
Fred was born and raised in the suburbs of Philadelphia, PA in the small town of Gwynedd Valley. He attended Chestnut Hill Academy K -12, and remains friends with most of his graduating class of 50 students. After high school, Fred attended the College of Charleston where he was a member of the Kappa Sigma fraternity and worked full-time at the Charleston Crab House where he learned at an early age the importance of hard work and customer service.
After graduating with a degree in Corporate Communications, Fred joined the insurance field where he worked for 2 years, focusing on retirement needs. He quickly realized the value of comprehensive financial planning and that the needs of his clients extended far beyond insurance. Fred obtained his Series 7, 63 and 66 registrations held with LPL Financial (Series 66 also held with Good Life Advisors, LLC) in order to more effectively help them help address their goals and utilize more advanced strategies.
In today’s ever-changing financial world, Fred is committed to professional development and has fulfilled the necessary extensive training required to obtain his CERTIFIED FINANCIAL PLANNER™ designation. His move to Good Life Financial Advisors allows him the independence to provide the best service for his clients and the flexibility to spend time with his wife and three young children. When time allows, Fred can be found with a fishing rod in hand, exploring the waterways of the beautiful place he calls home.
