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

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CAP® Chartered Advisor in Philanthropy®

Education

  • Penn State University - Bachelor of Science - Smeal College of Business
  • The American College - Masters of Science in Financial Services

Community participation

  • National Kidney Foundation

Interests

  • Golf
  • Hockey
  • Redskins
  • Capitals
  • Wizards
  • Nationals
  • NASCAR