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

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies

Education

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

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.

Awards & recognition

  • Kingdom Financial Group, Ameriprise Client Experience Award, 2021

My photos

2 albums
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