Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Interests

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

Community participation

Mifflin County Girls High School Basketball Volunteer Coach

Volunteer Basketball Referee

Involved in my local church

Professional associations

  • Juniata Valley Chamber of Commerce