Advisor profile


Our approach

As experienced advisors with Ameriprise Financial, we focus on working with clients that require more complex financial planning. Over our years of experience, we have come to understand that there are four things we believe clients need and want from an advisor.

They want an advisor that will “know me,” “guide me,” “protect me” and “value me.” To address those needs, at Pathlight Wealth Management, our approach to financial planning starts with your goals and values, not just the numbers. We will work with you to thoroughly understand what you want and expect from life and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long-term. We understand that a financial planning relationship is not just about the numbers, it is about understanding your hopes and dreams for the future and how professional guidance can help you get there.

We appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan accounts for protecting your hard work.

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Estate Planning Strategies

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Indiana University of Pennsylvania, Bachelor of Science
  • College for Financial Planning, Chartered Retirement Planning Counselor
  • College for Financial Planning, Certified Fund Specialist

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Ameriprise Circle of Success, 2012, and 2014-2022
  • Ameriprise Circle of Success Diamond Ring, 2022
  • Five Star Wealth Manager, 2014
  • Wealth & Finance International Magazine Best for Retirment Income Strategies USA, 2014
  • Wealth & Finance International Magazine, No. 1 Estate Planners - Pennsylvania, 2014

Honored to be recognized in Forbes

I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement Honored to receive recognition I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day. 6 on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

Pathlight Wealth Management - Community participation photo

Interests

  • I enjoy being involved in the community through consistent volunteer service.
  • My family and I love spending time outdoors.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.