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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30
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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Investments
  • Wealth Preservation Strategies

Education

  • Bachelor of Science in Consumer Affairs from Ohio State University

Awards & recognition

  • Roseville Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

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

  • Youth boys basketball coach
  • Youth boys volleyball coach
  • Pennsylvania Volleyball Coaches Association (PVCA) member
  • The Northeastern Foundation

Interests

  • Traveling with my family
  • Coaching high school boys volleyball
  • Cycling
  • Volleyball
  • Reading