My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Interests

  • Spending time with Family
  • Exercise and Outdoors Activities
  • Reading about History
  • ALL SPORTS!

Community Participation

  • Past President of Board Hollidaysburg Area YMCA
  • Past President of Board Hollidaysburg AMBUCS
22
Years of Experience ?

Areas of Focus

  • Investments
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

  • Penn State, 1990, Bachelor of Science - Accounting

Previous Experience

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

Files for Download

My Videos(2 videos)