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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • B.S. in business management from Penn State University, 1980

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 my wife and I try to go skiing as often as possible at Laurel Mountain ski resort - a small resort about 15 minutes from my home

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.