With a degree in finance and accounting from Immaculata University, I have dedicated my career to helping individuals and families navigate their financial futures with confidence. As the founder of Winchock Financial Planning, I take pride in the trust my clients place in me, guiding them through personalized financial strategies tailored to their unique goals.
My expertise spans investment management, retirement planning, tax-efficient strategies, and estate planning, ensuring my clients have a comprehensive roadmap to financial security. Holding Series 7, Series 63, Series 66, and life licenses, I am committed to staying ahead of industry trends and regulations to provide the highest level of service.
Beyond my professional life, my wife and I reside in Delaware County, where we are excitedly preparing to welcome our first child. When I’m not working with clients, you can find me on the golf course, at the hockey rink, or at the bowling alley—three passions that keep me both competitive and grounded.
I look forward to the opportunity to help you achieve financial confidence and success.