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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Insurance

Awards & recognition

  • Sylvan Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Previous experience

  • Financial Advisor, Osaic Wealth Inc. Lebanon, PA, 2018-2023
  • Financial Advisor, Signator Investors, Inc. Lebanon, PA, 2016-2018
  • Financial Advisor, TransAmerica Financial Advisors, Inc. Lebanon, PA, 2000-2016
  • Financial Advisor, Northeast Securities, Inc. Michelfield, NY, 1996-2000
  • Financial Advisor, Jaron Equities Corp. Hicksville, NY, 1995-1996

Interests

Antique cars, family, and travel.