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
27
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
  • Saving for Education
  • Investments
  • Retirement Plan Distribution
  • Insurance

Qualifications

  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • CFS® Certified Fund Specialist
  • AIF® Accredited Investment Fiduciary®

Education

  • Bachelor of Arts Economics & Political Science, Millersville University, 1997
  • Penn Manor High School, 1992

Awards & recognition

  • Sylvan Capital Advisors, Ameriprise Client Experience Award, 2022
  • Ameriprise Circle of Success, 2011,2013- 2018
  • Sylvan Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Newville Little League Baseball Coach & Member of Zion Lutheran Church in Newville PA

Big Spring Bulldogs Travel Youth Baseball Coach

Big Spring Girls and Boys Youth Basketball Coach

Central Penn Blood Bank Donor since September 2004

Interests

  • I've coached Little League Baseball since 2003
  • I coach youth basketball
  • I'm a Pittsburgh Steelers and Pittsburgh Pirates fan
  • I enjoy walking with my wife Kara, biking, gardening and playing basketball
  • Spending time with my four children Peyton, Lily, Victoria & Will

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.