Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Domestic Partner Planning
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

Interests

* Spending time with Family

* Laughing with my beautiful wife Marney

* Watching my son play Sports

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

* Watching football/basketball/volleyball & sports in general

Awards & recognition

  • Five Star Wealth Manager, 2017,2018,2019

Professional associations

  • Financial Planning Association

Previous experience

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