My Approach

I’ll help you prepare for the expected - and the unexpected

The future looks brighter when you’re more prepared. I’ll help you plan for what you and your family expect to achieve in life — and any changes you may encounter along the way — through our exclusive Confident Retirement® approach.

With the right advisor, life can be brilliant.

Interests

  • As a sports enthusiast I love spending time on the golf course, taking in Penn State football games, or cheering on the Philadelphia Phillies and Flyers.
  • I enjoy traveling and spending time at my family’s beach home.
  • I also take great pride in my work with local charities like Channels Food Rescue and the God Luv Ya Foundation.

Community Participation

  • Active participant in the God Luv Ya Foundation
  • Jump Street Sponsorship
20
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance

Education

  • BA in Economics, Dickinson College 1996

Files for Download

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