Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
15
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

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

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

Awards & recognition

  • Ameriprise Client Experience Award, 2021

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).