Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S., Economics, Alfred University, Alfred, N.Y.
  • MSM, Financial Services, American College, Bryn Mawr, Pa.

Interests

Spending time with my family

One son - Skylar (CMU Graduate)

Two daughters - Afton (College/Art/Piano) and Falon (Track/Swimming/Piano)

Community participation

Habitat for Humanity, Volunteer - on site build, Harrisburg/York Pa.

Financial Planning Association-Past President (2015) Current Board Member

Awards & recognition

  • Ameriprise Circle of Success, 2017

Professional associations

  • Financial Planning Association

Previous experience

  • Group Vice President, Ameriprise Financial, 1999-2009