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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Business Retirement Plans
  • Retirement Income Strategies
  • Small Business


  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™


  • Harrisburg Area Community College, Harrisburg, PA
  • The Institute of Business and Finance, La Jolla, CA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022

Community participation

  • American Cancer Society Making Strides Against Breast Cancer, Volunteer & Sponsor
  • Londonderry Township Fire Department, Volunteer & Sponsor
  • Marine Corps Reserve - Toys for Tots, Volunteer
  • PA Breast Cancer Coalition, Volunteer & Sponsor
  • Central PA Food Bank, Volunteer & Sponsor


  • The great outdoors inspire and recharge me, from the ocean to the mountains! I recently took up paddleboarding and snowshoeing as another wonderful way to explore Mother nature.
  • I love to go hiking, kayaking and mountain biking with friends, family and my Boston Terrier, Pete.