My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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21
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
  • Saving for Education
  • Charitable Giving Strategies
  • Family Finances
  • Investments
  • Insurance

Community participation

-Sponsor of the SPCA

-Sponsor of Susan G. Komen Foundation

-Sponsor of The Salvation Army

-Sponsor of the Autism Society of America

-Captain of a local kickball team

-Sponsor of Chive Charities

Interests

Spending quality time with my family is the most important interest of mine. I care to spend most of my free time with my lovely wife and our toddler. Our home is welcomed to all friends, family and good company. I am also an avid skier who can often be found at Song Mountain when there is snow on the ground. Other times, I can be found at various golf courses, riding my Harley and appreciating good music.

My photos

1 albums
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