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

  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Family Finances
  • Sustainable and Responsible Investing
  • Investment Management
  • Saving for Education
  • Insurance
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Master of Business Administration, Lebanon Valley College, Annville, Pennsylvania
  • Bachelor of Science Degree , Liberty University, Lynchburg, Virginia

Interests

I enjoy spending time with my wife Amy, and our four children: Emily, Ryan, Zachary and Kensey.

I enjoy running and completed the inaugural Hershey, PA half-marathon.

I'm a member of the Hershey Free Church.

I coach Etown United U-13 soccer.

Avid sports fan but I especially enjoy watching the Washington Redskins, Penn State Football, Liberty University athletics, and college basketball.

Community participation

  • Elizabethtown Chamber of Commerce

Awards & recognition

  • Ameriprise Circle of Success, 2007-2010, 2012, 2014-2020
  • Ameriprise Circle of Success Diamond Ring, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.