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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A., Bachelor of Arts, York College of Pennsylvania, 2005-2009

Awards & recognition

  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Community participation

  • Gettysburg Recruit (Friends of Gettysburg Foundation)

Interests

  • Spending time with my family
  • Watching football and hockey
  • Swimming
  • Running
  • Cooking
  • Watching movies
  • Travelling and enjoying new cultures and foods