Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Executive Compensation and Benefit Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®
  • AAMS™ Accredited Asset Management Specialist™
  • AWMA℠ Accredited Wealth Management Advisor™
  • CFS® Certified Fund Specialist


  • B.A. in Economics, University of Maryland Baltimore County, 1982
  • Certificate: Operations Research, University of Maryland Baltimore County, 1982

Community participation

Rotary Club North, Mechanicsburg PA


  • My wife Lynn and I especially enjoy being involved in our church, First United Methodist Church, in Mechanisburg PA. On Mondays you'll find us having a group over for Monday Night Dinner, then off to Handbell practice.
  • Go Colts! Okay, I grew up in Baltimore and was a member of the Baltimore Colts Marching Band. My son Shawn and I are huge Indianapolis Colts fans. I love the integrity Tony Dungee had when he was there and Peyton Manning's professionalism as he works so tirelessly to be ready for the next opponent.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.