Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
24
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
  • BFA™ Behavioral Financial Advisor™
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

Interests

  • 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.

Community participation