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

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


  • APMA® Accredited Portfolio Management Advisor℠


  • BS - Business and Economics, Lehigh University, 1977


I enjoy following my Lehigh Engineers in all sports. I love to spend time with my wife, 3 children and 2 grandsons.

I have a passion for staying active by doing mini-triathlons, obstacle races, golf and tennis.

Community participation

I am an active volunteer with Habitat for Humanity and Meals on Wheels.

Professional associations

  • Professional Baseball Player Association