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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Domestic Partner Planning

Education

  • Wilkes University -BA in Business Administration 1991-1993
  • The Ohio State University - BA in General Academics - NCAA Athlete 1988-1990

Awards & recognition

  • Five Star Wealth Manager, 2015-2018, 2024 & 2025

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor, Investment Professionals Inc., 2014-2018
  • Senior Financial Advisor, VALIC, 2011-2014

Interests

* Spending time with Family

* Laughing with my beautiful wife Marney

* Watching my son play Sports & SKI BLACK Diamonds & DOUBLE Black Diamonds

* Skiing/Excercise -- so I can eat desserts and make the family great food!

* Watching football/basketball/volleyball & sports in general

My photos

1 albums
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