I am the Director of the Financial Planning and Wealth Management program at the University of Delaware.

I am also the owner of Benchmark Financial, an independent financial planning and wealth management firm.

I have spent over two decades working in financial planning roles at the JP Morgan Private Bank, TIAA-CREF, and currently at the University of Delaware.  You can learn more about me below.

At the university:

Outside of the university:

  • Owner/President of Benchmark Financial, LLC
    • Fully independent Registered Investment Advisory firm
    • Provide Financial Planning services to individuals and families
  • I’m married (my wife is a UD Alumni) and the father of 2 young boys

My involvement in the community:

  • Member of the CFA Society of Philadelphia Board of Directors
  • Member of the A.I. DuPont Hospital for Children Planned Giving Committee
  • Member of the St. Anthony of Padua Grade School Board
  • Member of the Appoquinimink School District NAF Academy Board
  • Member of the Financial Planning Association
  • Member of the National Association of Personal Financial Advisers
  • Member of the Society for Financial Services Professionals

 My financial credentials:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA)
  • Masters Degree in Finance
  • Registered Investment Adviser