No, You do not have to be Catholic to work with me.

Yes, I am! My recommendations are made based on what is best for you.

No, I am Fee-Only, meaning the only way I get paid is for my services.

No, financial advice should be open to all. Therefore, I am structured so that I can work with anyone.

Yes, I am structured as a virtual firm, so I can work with you where you are. Additionally, we can meet in person if you are located near Philadelphia.

I am deeply interested in Crypto and the opportunities that it provides. I'm cautiously optimistic about the potential Crypto provides. I have completed the Certificate in Blockchain and Digital Assets℠.

While other firms may not do tax planning, I do.

I will review your tax return to ensure we are not overpaying taxes.

I will help you determine if specific strategies are right for you.

Even simple questions like should I contribute pretax or Roth to my 401k are things that have tax consequences.

I am an Enrolled Agent, meaning I am familiar with taxes and have representation authority before the IRS.

I have earned my Chartered SRI Counselor℠ designation, and I believe that aligning our values is very important. I believe we are sold a lie that money is the most important thing. I aim to align investments with the USCCB Guidelines for Socially Responsible Investment. I find this website helpful.

I understand the thought of ESG being woke. Some products marketed may seem to fit into that category. However, ESG, correctly understood, is just a process in which you use other data along with financial data to make investment decisions. I will use an environmental example because it's the easiest to understand. If you look at oil drilling companies, there is an extra risk when investing that they could cause an oil spill which could cause an extraordinary amount of money to clean up and potential fines. By using ESG criteria, we can look at ways to minimize certain risks.