My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning

Education

  • Bachelor of Arts, Labor and Human Resources, Penn State University, State College, Pennsylvania

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Building meaningful relationships is one of the most rewarding parts of both my personal and professional life. When I'm not working with clients, you'll usually find me outdoors, whether that's golfing, fishing, hiking, or spending time on the water. I enjoy seeking out new experiences, meeting interesting people, and embracing opportunities to learn and grow. I'm also a passionate sports fan and enjoy supporting my favorite teams throughout the year. No matter the setting, I value the relationships, shared experiences, and sense of connection that bring people together.