JP has been in the financial services industry for over 15 years, working in a variety of roles with both corporate and individual clients. As a Senior Consultant, his responsibilities include strategic planning and creating customized solutions for sophisticated financial market participants. JP specializes in working with qualified retirement plans, faith-based organizations, and endowments and foundations. Following a prudent investment process, JP strives to ensure that fiduciary standards and insulation are met for each client. He leverages his experience and client-centric approach to create sound solutions for highly complex financial situations. Outside the office, JP is an avid Philadelphia sports fan with the scars to prove it. You can find him at Eagles games in the fall and down the Jersey Shore during the summer. He currently resides in Royersford, PA with his beautiful wife Amy and children Luca, Avery and Bryn while volunteering his time as a Board member and investment committee member for Good Samaritan Services in Phoenixville, PA. JP is also an investment committee member for the Pi Kappa Alpha Foundation in Memphis, TN. He received a B.S. in Finance and Economics from Drexel University.