Helping business owners grow and protect what they’ve built is my passion today, and for more than three decades. What I love most is working with and really getting to know so many of America’s top entrepreneurs. I have provided effective, independent solutions to their greatest challenge – what happens to their businesses. Whether in the areas of succession and transition, retirement and key executive planning, creating family security from a liquidity event, or managing wealth, it is a joy to work with some of America's best business owners providing them with solutions for their biggest concerns.
I lead a team of professionals who share my excitement. Traveling across the country, we’ve seen families with unique stories and learn how they got started. As you write the next chapter of your story, I believe you want a trusted advisor that understands both you and the unique challenges you face.
I hold a Master of Science in Financial Services with a concentration in Family Business from the American College and graduated from the Wharton School of the University of Pennsylvania, where I focused on Accounting and Entrepreneurial Management. I’ve been honored to be an advisor to local trade groups like the Contractors Association of Eastern Pennsylvania as well as various national Young and World Presidents Organizations chapters. I have also served as the past president of the Cancer Society’s Southern New Jersey Advisory Board and sat on the Board of Trustees for the Virtua Hospital System Foundation
I’m really proud of the impact The Jaskol Group has made on our clients, their families, and the communities we live in. We have over thirty years of experience, and we’ve created elegant solutions for hundreds of companies like yours.
I come to work every day excited about what we do and the value we bring our clients I have to – that’s my name on the door!