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.

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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
  • Estate Planning Strategies
  • Wealth Preservation Strategies


  • Series 6 - Investment Co. Products/Variable Contracts Representative Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination


  • Bachelor of Science, Civil Engineering, Worcester Polytechnic Institute, Worcester, MA

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • Vice President and Financial Advisor, Morgan Stanley, Hanover, PA, 2011-2018
  • Financial Advisor, Edward Jones, Hanover, PA, 1999-2011

Community participation

  • Special Olympics
  • Member of Patmos Masonic Lodge #348


In my spare time, I enjoy playing golf, bocce ball and tennis. I also work out regularly. My wife and I host an annual bocce ball tournament fundraiser for the Adams County Special Olympics. I have two grown children, Blair and Scot. Blair lives in Charleston, SC and Scot lives in Omaha with his wife and two children.