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.

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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances

Education

  • Princeton University - B.A. Politics 2002
  • Pottsville Area High School - 1998

Awards & recognition

  • ESSA Investment Services, Ameriprise Client Experience Award, 2021, 2024
  • AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Ameriprise Circle of Success, 2022-2024

Previous experience

  • Financial Advisor, ESSA Investments, 2015-Present, Stroudsburg, PA
  • Investment Risk Analyst, Vanguard, 2013-2015, Malvern, PA
  • Financial Advisor, Kerwin Wealth Management Group of Wells Fargo Advisors, 2007-2013, Warren, NJ
  • Professional Athlete, Somerset Patriots, Cleveland Indians, Boston Red Sox, 2002-2007

Community participation

I volunteer year-round to coach youth sports - Nazareth Soccer Club, Nazareth Blue Eagles Basketball, and Upper Nazareth Clippers Softball. I love this opportunity to provide today's student athletes with the confidence, support, and guidance necessary to succeed at whatever they set out to do. It's also a great way to pay-it-forward for all of the coaches who made it possible for me to realize my dream of playing professional baseball.

I am also an active member of Holy Family Parish (Nazareth, PA) and the Nazareth YMCA.

Interests

Spending time with family - My wife, Anne, and three daughters, Addison, Emmi and Tenley, at our home in Nazareth, PA.

Staying active through sports (baseball, basketball, soccer and golf) and exercise (Nazareth YMCA).

My photos

1 albums
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