Advisor profile


My approach

I care about what’s important to you

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

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • M.S.E.S. 1998 Pennsylvania State University, Great Valley, PA
  • B.S.E.E. 1984 Pennsylvania State University, University Park, PA

Interests

Much of my personal time is enjoyed with family. Debbie, my wife and best friend, and I celebrated our 25 th wedding anniversay in June, 2012. We have three daughters Laura, Rachel, and Caroline. Over the years I've enjoyed working on home renovation projects on our old home in Lansdale. I enjoy traveling and vacationing with family.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016