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 Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business
23
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
  • ChFC® Chartered Financial Consultant®

Education

  • Master of Science, Agricultural Economics, Cornell University, Ithaca, NY
  • Bachelor of Arts, History, Pennsylvania State University, State College, PA

Interests

  • I grew up on a small dairy farm in Central Pennsylvania. In addition to the dairy, my parents operated a 3rd-generation retail furniture business. Between the two businesses, I developed a strong work ethic from an early age. Today, that work ethic translates into a dedication to helping my clients achieve their life goals.
  • My favorite hobby is homebrewing. I have been brewing my own hand-crafted ales for nearly 15 years.
  • As a former Penn State wrestler, I am an avid PSU wrestling and football fan.
  • I am committed to a healthy lifestyle of regular exercise and (with the help of my wife Ruth) nutritious eating.

Community participation

After graduation from college, I spent 2 years serving in the Philippines as a Peace Corps Volunteer. I have worked on projects for Habitat for Humanity and Albergue Infantil Josefina, an orphanage in Mexico, in addition to fundraising activities for my church. I am a member of the Rotary Club of Lancaster where I participate in community service projects.

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.