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
16
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
  • Investment Management
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Lebanon Valley College, B.S., accounting and business administration, 2008

Awards & recognition

  • Naylor & Associates, Ameriprise Client Experience Award, 2023

Professional associations

  • Juniata Valley Chamber of Commerce

Community participation

Mifflin County Girls High School Basketball Volunteer Coach

Volunteer Basketball Referee

Involved in my local church

Interests

My main leisure-time interests include spending time with family and friends, traveling, and playing both basketball and golf.