Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Family Finances
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Investment Management
  • Saving for Education

Qualifications

  • CRPS™ Chartered Retirement Plans Specialist™

Awards & recognition

  • Five Star Wealth Manager, 2016-2019, 2021,2022

Previous experience

  • Financial Advisor and Portfolio Manager at Morgan Stanley, 2012-2018

Community participation

President of my community's Home Owners Association Board. (The Chase at Warrington Hunt)

An elected Warrington Township Auditor

Donate time to teach financial basics

Interests

Spending time with my Wife Kara, Son Harrison, Daughter Isabella, Dog Nico and Bird Yuri.

Visiting national parks and nature centers

Supporting Veterans Organizations

Attending my Son and Daughter's Competitive Gymnastic Events

Learning more about history through trips with my family

Scuba diving

Volunteering with various organizations