My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Enjoy spending time with family & friends
  • Providing assistance with my girls softball teams
  • Spending time in the mountains at Hidden Valley, PA
  • Enjoy playing basketball, skiing, playing catch with my girls
  • Spending time with Church activities and youth group

Community Participation

New Castle YMCA youth volunteer

Assistant coach for youth softball

Member of Word of Life Family Church

Experience

? 18

Areas of Focus

  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Small Business

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
  • Business Financial Advisor
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Education

  • Wright State University, Dayton, OH; BS Financial Services

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My Photos(1 photo albums)

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.

My Videos(1 videos) X