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
32
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
  • Investment Management
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, Economics, Millersville University, Millersville, PA

Awards & recognition

  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Community participation

Past Officer Crossroads Counseling Center
Hempfield, PA
Past Officer Millersville Meals on Wheels
Millersville, PA
Chair of Endowment and Audit Committees 2010-2016
Ascension Lutheran Church
Willow Street, PA

Interests

  • Enjoy watching English futbol
  • Playing golf
  • Family time with my children Zac and Jared. Enjoy exercise with my wife Laura.