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

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies

Education

  • Gannon University- Graduated Nov. 2021 with a bachelor's degree in Business Management and Marketing

Awards & recognition

  • Kingdom Financial Group, Ameriprise Client Experience Award, 2021

Interests

One of my biggest passions outside of the financial sector would be competitive swimming which I did for most of my life. I was a swimming coach for many years teaching the next generation of athletes the sport that gave me so much throughout the years I competed.

In addition to swimming, I enjoy spending time in the gym with my wife, Kellie, maintaining a healthy lifestyle. I also enjoy being outside with my Golden Retriever Annie. We recently rescued a kitten from the local shelter as well, her name is Mitzy.

I also recently acquired a new set of golf clubs which I look forward to being able to utilize in the beautiful Erie summers.