Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Income Strategies
  • Wealth Preservation Strategies
26
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
  • CRC-Certified Retirement Counselor
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Pennsylvania State University, 1995- B.S. Economics

Interests

My wife Deanna and I, along with our 2 children Kyra and Connor, enjoy entertaining our extended family and friends in our home, whether it be for a special occasion or just a Sunday dinner. Our goal is for our home to be warm and inviting to all that enter.

I have worked in Northeast PA for past 20 years as Financial Advisor and have recently opened my own office in Berwick PA.

In my spare time I enjoy

using my Big Green Egg smoker

Coaching Connor's sports teams and enjoying Kyra's dance recitals and plays

playing golf

sampling local craft beer

cooking for my family and friends

Watching the Nittany Lions play just about anything-We Are!

Community participation

  • Basketball Coach - Catholic Youth Organization
  • Baseball Coach - Little League International