Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies

Education

  • M.S.E.S. 1998 Pennsylvania State University, Great Valley, PA
  • B.S.E.E. 1984 Pennsylvania State University, University Park, PA

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016

Interests

Much of my personal time is enjoyed with family. Debbie, my wife and best friend, and I celebrated our 25 th wedding anniversay in June, 2012. We have three daughters Laura, Rachel, and Caroline. Over the years I've enjoyed working on home renovation projects on our old home in Lansdale. I enjoy traveling and vacationing with family.

My photos

1 albums
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