Advisor profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management


  • CPA Certified Public Accountant
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance


  • Lehigh University 1983 - BS, Business Administration - Accounting
  • Northampton Community College 1981 - AAS, Data Processing

Community participation

  • Member of Knights of Columbus Council 14397
  • Community Support
  • Donor and supporter of the Miller-Keystone Blood Center where I have donated over 200 times for a total of over 26 gallons of blood and blood products.


  • Music and Theater

My wife and I enjoy theater and regularly attend DeSales University Act 1 Productions, Muhlenberg College Theater and Dance presentations and the Pennsylvania Shakespeare Festival. We also enjoy the local Community Theater and The Bach Choir of Bethlehem.

  • Travel

We vacation annually at Edisto Island, SC where we enjoy relaxing at the beach with our family.