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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Insurance
  • Retirement Plan Distribution
  • Tax Planning Strategies

Education

  • Northern Illinois University, DeKalb, IL; BA - Communications/Media Production

Community participation

Hodgin, Chapman & Associates - Community participation photo

Folds of Honor - Western Pennsylvania

Board Member

https://westernpa.foldsofhonor.org

Member of the Marine Corps League

http://www.mclnational.org/

Volunteer at Change The Game (non-profit)

http://www.changethegamepitt.org/

Interests

  • Golfing
  • Animal Welfare
  • Assisting Military Veterans

My photos

2 albums
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