My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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33
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
  • Investments
  • Social Security Retirement Benefits
  • Saving for Education
  • Estate Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Family Finances
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

  • West Virginia University, General Studies, Morgantown WV. No degree.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2015-2016

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Held a board member position with the Ligonier Chamber of Commerce for 6 years.

Interests

I enjoy motorcycling, woodworking, antiques, and and home improvement projects.

Living in Ligonier and the Laurel Highlands is a great place to enjoy all of the outdoor activities; Hunting; Fishing; Hiking; Golfing, etc. We spend a lot of time outdoors.

My photos

4 albums
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