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

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance
  • Investments
  • Saving for Education
  • Retirement Plan Distribution
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science in Business Administration, Marketing, Shippensburg University, Pennsylvania

Interests

I have been married to my wonderful wife, Amanda, since June of 2012

We enjoy traveling, hanging out by the pool and many other outdoor activities. In addition, we love spending time with family, friends and our three beautiful children - Silas, Hannah and Micah.

My family and I attend Community Bible Church in Marietta, PA.

I enjoy coaching my son's baseball team in the Spring and Fall.

I am an avid sports fan. My favorite teams include Penn State football, the Philadelphia Phillies, Eagles, Flyers and Sixers.