.jpg)
I’m the President and Founder of Victus Wealth Management, where I have the privilege of serving as a financial advisor to our clients. I’m a husband and father who is committed to building a secure future for my family, but not at the expense of the time we have together now.
In 2011, I began working in a financial advising office and saw the same cookie cutter financial advice being offered to client after client. Other advisors would tell me the most important thing to do was “gather assets”. This went against my beliefs, as I believe everyone needs a plan that encompasses their full financial picture. Simply building an investment portfolio without purpose leads to costly mistakes.
Furthermore, I witnessed more than one client sacrifice enjoyment of their earning years, only for tragedy to strike once they reached retirement. These stories were devasting, and I knew there had to be a better way.
The truth is, I don’t think people need to wait until retirement to enjoy life and experiences. Too often, I’ve seen someone work hard for 30 or more years, then retire and pass away within a year of leaving the workforce. Their spouse is left wondering why they spent so long waiting to enjoy life, when they should have been enjoying it all along.
My academic background includes a bachelor’s degree in Finance, which I obtained from York College of Pennsylvania. I also hold an Accredited Investment Fiduciary® (AIF®) designation, an accomplishment that allows me to better serve my clients and their unique financial needs.
My motivation to become a Financial Advisor stems from a deeply personal experience. I have an older brother, Derek, who has special needs. During our childhood, my parents received unfortunate financial advice that led to Derek losing his eligibility for a government program. This experience profoundly impacted me, fueling my dedication to continuous learning and hard work. My goal is to ensure that my clients never have to face such a situation and can instead make well-informed financial decisions.
.jpg)
Victus Wealth Management is located in Enola, PA but thanks to the power of technology, we work with clients throughout the United States. At Victus Wealth Management, we believe that financial planning is not just about numbers and investments, but about helping you live the life you have always dreamed of.
The word “Victus” originates from Latin, meaning “to live”. It perfectly encapsulates our philosophy of using financial planning as a tool to empower individuals and families to work towards making the most out of their lives. We understand that your financial well-being is intricately linked to your overall happiness and fulfillment. By providing tailored financial strategies, we aim to help you achieve your dreams and aspirations.
Our goal is to be your trusted financial partner, where we provide ongoing guidance and support throughout your financial journey. We understand that life is full of unexpected twists and turns, and we are here to help you navigate through them. Whether you need assistance with investment planning, retirement planning, tax strategies, debt management, or estate planning, we are here to provide you with the knowledge and expertise you need to make sound financial decisions.
At Victus Wealth Management, we are passionate about helping you live a life of abundance, independence, and fulfillment.
