My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.



    • 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



Awards & Recognition

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


  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions


  • 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.