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
26
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
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance

Qualifications

  • FINRA Series 7

Education

  • Penn State, 1990, Bachelor of Science - Accounting

Awards & recognition

  • Ameriprise Circle of Success, 2020, 2021, 2022, 2023

Previous experience

  • Wells Fargo Clearing Services, LLC, 2006-2019
  • UBS Financial Services Inc., 1998-2006

Community participation

  • Past President on Board of Directors of Hollidaysburg Area YMCA
  • Past President on Board of Directors of Hollidaysburg AMBUCS
  • Past Member on Board of Directors of The Penn-Mont Academy
  • Past President on Board of Directors of Hollidaysburg Youth Football Association
  • Past Member on Board of Directors of Calvary Cemetery
  • Past Member on Board of Directors of Penn State University Advisory Committee
  • Coach of Youth Sports (Football, Basketball & Baseball)

Interests

  • Travelling with Family
  • Exercise and Outdoors Activities
  • Studying History
  • ALL SPORTS (especially College Football & College Basketball)!