Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CASL® Chartered Advisor for Senior Living®
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Interests

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.

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.”

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