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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Small Business
  • Tax Planning Strategies


  • CPWA® Certified Private Wealth Advisor®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Forbes Top Next-Generation Wealth Advisors, 2021

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

Board Member: Morgantown Area Meals on Wheels


  • Travel is one of my greatest passions and whether I am in the wilderness backpacking or sleeping in the comfy bed of hotel in a big city, I love exploring new places.
  • While enjoying my time outdoors I am particularly fond of snow skiing, and I seek out good terrain wherever and whenever possible.
  • I have a deep interest in food, both preparing and eating. There is nothing I enjoy more that sharing food and beverages with friends and family.
  • Including my wife Lindsay and sons Ian and Max in any of the things I do.