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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments

Education

  • B.S. - Accounting and Finance, Penn West Clarion 1998
  • Business Administration and Management, Mercyhurst University 1995

Community participation

Actively involved in Hampton Township Soccer Association

Actively involved in Hampton Township Lacrosse Association

Youth Hampton Township Lacrosse Coach

Interests

Spending time with my wife and two boys and our family and friendsEnjoy outdoor activities including fishing and hiking Relaxing at our vacation home in Deep Creek Enjoy our annual family vacation to Hilton Head Find me at any athletic field in Hampton watching my children play sports