Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
23
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
  • Investments
  • Saving for Education
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts Degree in Economics & Finance, York College of Pennsylvania

Awards & recognition

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

Honored to be recognized in Forbes

I’m thrilled to share that Roseville Wealth Management Group has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

Community participation

  • Youth Soccer Coach for Keystone FC Soccer Club
  • Youth Baseball Coach for York Little League
  • Youth Basketball Coach for Manchester Township
  • Walk for the PKD (Polycystic Kidney Disease) Foundation

Interests

  • Family - I enjoy spending time with my family. I have a wonderful wife named Sue and two beautiful children named Lily and Sean.
  • Pets - I have a passion for Labrador Retrievers. We currently have a Yellow Lab named Chewy.
  • Traveling - I love to get away and spend time with my family. We especially love to go to the beach.
  • Sports - I help coach my children's sports teams. I also love to play and watch sports. My favorite sports to play are Golf, Soccer, and Basketball. I also enjoy skiing. I am a very passionate NY Jets, NY Yankees, Notre Dame Football, New Jersey Devils Hockey, Seton Hall Basketball, and Penn State Football fan.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.