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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A., Business Administration, Washington & Jefferson College, Washington, PA

Awards & recognition

  • FORTIFY Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Five Star Wealth Manager, 2013 - 2015; 2018 - 2023

Professional associations

  • Washington County Chamber of Commerce

Community participation

  • Junior Achievement - Volunteer and Washington County District Leadership Board Member

Interests

  • I currently reside in Washington with my wife, Marcy, and our sons, AJ and Tate.
  • In addition to spending time with my wife and sons, I enjoy many outdoor activities with my family and friends.
  • I enjoy being involved with my son's sports teams; both watching and coaching.
  • During the summer months I enjoy playing golf and am a member at Lone Pine Country Club.
  • When the weather turns in the fall, I like to spend some time hunting and attending a few football games at my alma mater, Washington and Jefferson College.