Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPS™ Chartered Retirement Plans Specialist™
  • CRPS® Chartered Retirement Plans Specialist

Education

  • Thiel College, Physics, BA, Greenville, PA, 1971

Awards & recognition

  • Five Star Wealth Manager, 2022

Previous experience

  • Kimmel Financial Services, Commonwealth Financial Services, 1996-2012

Community participation

*Coached Little League Football, Tiger Pride

*Coached Little League Baseball, Ingomar/Franklin Park

Interests

  • Fishing
  • Gardening
  • Sports
  • Spending time with family
  • Music