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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Shippensburg University, Bachelor of Science in Business Administration, 2000

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2022

Community participation

  • Assistant Coach for son's CVYBA Basketball Team (2011-2018)
  • Assistant Coach for son's CVYRA Rubgy Team (2013-2016)
  • Head Coach for daughters AAU basketball team through Team PA (Advanced Hoops), 2019-2020
  • Cumberland Valley Boy's Volleyball Booster President, 2020
  • Involved in YMCA's Adventure Guides program and leadership for both son & daughter
  • Volunteer at Vibrant- A Christian Church in Mechanicsburg, PA

Interests

  • Enjoy spending time with my wife of 17 years and two kids
  • Also enjoy various team sports & improving my golf game
  • Completed the "Goofy Race & A Half Challenge" at Walt Disney World in January 2014 and 2018. Also completed the "Dopey Challenge" in January 2017. Look them up!!