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.

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Interests

    • I'm an avid sports fan and I enjoy attending games - specifically Penn State Football or the Philadelphia Phillies.
    • I like to spend free time with my friends and family.
    • I enjoy golfing and I'm actively working to improve my 18-stroke handicap.

Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investments

Experience

9

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011-2013
  • NABCAP Premier Advisors2, 2011-2013
  • Better Business Bureau Accredited3, 2011-2013

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