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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Saving for Education
  • Business Retirement Plans
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™
  • CRPC - Chartered Retirement Plan Counselor
  • CFS - Certified Fund Specialist

Education

  • BA - Dickinson College - 1996

Community participation

  • Volunteer, Team Photographer, CV MS boys soccer (2021-22), CV HS JV boys soccer (2022-23) & CV HS V ice hockey (2023-24).
  • Volunteer, Central PA Food Bank.
  • Volunteer, Mentor, Dickinson College Works.
  • Chairman, PA Greek Fest (2015-17), co-chair (2012-14,18-19) & volunteer since 1993.
  • Coach, HMMS soccer (2015-20), CVYBA basketball (2015-17,19-20) & SSYBA T-ball (2014).
  • Chair, Scholarship Committee, Evrytanian Assoc. - Velouchi #18 (2012-2015).

Interests

I love spending time creating life-long memories and embarking on new adventures with my wife, Janet, and our kids, Sophia & Panos.

We love to travel to see new places as well as revisiting old favorites. We always try to find a way to get to white, sandy beaches with clear, turquoise-colored waters.

I have coached various levels of youth sports including t-ball, soccer, and basketball. My hobbies revolve around travel, trout fishing, photography, cooking and volunteering in our local community.

We support various charities through volunteer work, donating, fundraising or sponsoring scholarships.