My Approach

I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.

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Interests

    • Spending time with my wife and two young daughters.
    • Golfing and just being outdoors in general.
    • Attending sporting events - specifically Penn State Football or the Philadelphia Phillies.

Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Experience

10

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011-2015
  • Better Business Bureau Accredited2, 2011-2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science, Finance, The Pennsylvania State University
  • Bachelor of Science, Spanish, The Pennsylvania State University

My PhotosShow Thumbnails

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.