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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CASL® Chartered Advisor for Senior Living®
  • MSFS


  • Master of Science in Financial Services, The American College, Bryn Mawr, PA

Awards & recognition

  • Ameriprise Circle of Success, 2012

Previous experience

  • Senior Financial Advisor, HBK Sorce Financial LLC, Titusville, PA, and St. Marys, PA, 2001-2010
  • Financial Advisor, HBK Sorce Financial LLC, Titusville, PA, and St Marys, PA, 1995-2001
  • Financial Advisor, IDS Financial, Titusville, PA, and St Marys, PA, 1989-1995

Community participation

Member of the Titusville Area Chamber of Commerce

Member of the St. Marys Area Chamber of Commerce

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”


I enjoy spending time with my family and am fortunate to have my daughters and my grandson living in the same town so we are together often. Additionally, I am passionate about cooking and keep an adventurous spirit when preparing meals. My wife, Sharon, and I enjoy traveling and experiencing parts of the world, the culture, and the people. I really love researching our travel and planning our trips. I find this to be part of the overall experience. And yes, I am always happy to share my knowledge.