“Story of my journey from truck driver to Co-founder of Emeritus Wealth will inspire others.”
Father was a factory worker for General Motors. Mother was a township employee. Went from working my way through Lafayette College as a truck driver to co-founding a wealth management group, Emeritus Wealth. Background is in psychology and learned the financial end of the business through at work study and emulating other successful advisors. Went from never having any experience with money to now advising professors and high net worth individuals on income planning ,investment planning, and estate planning.
