Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Military Financial Advisor
  • Intergenerational Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFA® Certified Military Financial Advisor®
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • Series 7, 63 & 65
  • MMI/Morningstar Sustainable Investing Certificate

Education

  • Bachelor of Science, York College of Pennsylvania, 1999

Awards & recognition

  • Heartland Wealth Advisors, Ameriprise Client Experience Award, 2022 & 2023

Community participation

  • Sportsmen Limited, Middletown PA (Director 2005-2011, Secretary 2012 -2016, Vice President 2017 -2021)
  • Free and Accepted Masons of Pennsylvania (Mount Lebanon Lodge 226 – PM; 2015/2016)
  • Weidle Royal Arch Chapter No. 197, Lebanon PA (PMEHP 2019)
  • Lebanon Council No. 27 Royal and Select Master Masons, Lebanon PA (PTIM 2019)
  • Hermit Commandery No. 24 Knights Templar, Lebanon PA - (PC 2017/2020/2021)
  • Scottish Rite Valley of Harrisburg, Harrisburg PA
  • Zembo & Rajah Shrine (Shriners International), Harrisburg & Reading PA
  • Ubar Grotto M.O.V.P.E.R., Elizabethtown, PA

Interests

Avid outdoors person. I enjoy hiking, biking, canoeing, hunting, and fishing. I am actively involved with multiple local organizations and volunteer my time outside the office towards these groups.