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 have many interests, but most of them center around family, outdoor activities and music.

My family has a cabin in the mountains of central PA where I like to spend as much time as possible camping, hiking, fishing and hunting. In the winter months I am very active with the Ski Patrol at Hidden Valley Ski resort.

I am also in a small acoustic duo called 'The Bricks". We perform classic acoustic rock music at various venues around the area a couple times a month.

Community Participation

  • I am a member of the Hidden Valley Ski resort ski patrol.
  • I am involved with Knabb's Attic, a local animal charity.

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Experience

22

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • B.S. in business management from Penn State University, 1980
  • Computer programming certification, ICM school of Business, 1982

My Videos

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