Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Master of Business Administration, Clarkson University, Potsdam, New York
  • Master of Science, Taxation and Financial Planning, Widener University, Chester, Pennsylvania
  • Bachelor of Science, Accounting and Communications, Muhlenberg College, Allentown, Pennsylvania

Previous experience

  • Financial Advisor CFP(R), LPL Financial, Allentown, PA, 2012-2016
  • Financial Advisor, McQeen, Ball and Associates, Bethlehem, PA, 2011-2012
  • Financial Advisor, PNC Investments, Drexel Hill, PA, 2004-2010

Community participation

Volunteer Coach and Manager with South Parkland Youth Association Soccer Club Team - SPYA 2009 Trojans

Interests

In my free time, I enjoy spending time with my family and my two children. I also coach my son's club soccer team and enjoy physical activity. I also perform live music - both percussion and vocals!