Experience

PRIME Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• CEO/Managing Partner

  • Jan 2002 - Present

  I am a third generation of wealth advisors and have been a financial adviser at Prime Financial Services for over 20 years. My grandfather started Prime Financial Services, and my father worked his entire professional career at the company. I grew up surrounded by financial services, and I joined the company myself because I wanted to be a part of something that genuinely helps people throughout their lives. I'm a passionate sports fan who always cheers on Penn State and the New York Mets. Most weekends, you can find me coaching baseball or cheering on my kids at their various sporting events. My financial expertise includes tax mitigation, financial/goal planning, and a full range of financial concierge services for physicians. *LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org, 187 Danbury Road, 2nd Floor, Wilton, CT 06897 (203) 966-2636. HTK does not offer tax or legal advice. Prime Financial Services is independent of HTK. *AZ Insurance License #7548128; CA Insurance License #0E99899 Show less



Gartner

• United States
• Information Services
• 700 & Above Employee

• Client Analyst

  • Jun 2000 - Dec 2001