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

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Retirement Planning Strategies


  • AIF® Accredited Investment Fiduciary®
  • APMA™ Accredited Portfolio Management Advisor™


  • B.S.B.A, Personal Finance, Corporate Finance, Accounting, Clarion University, Clarion, PA

Awards & recognition

  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Community participation

  • East Cocalico Lions Club


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