CFP®, CRPC™, CKA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
This number may include years as a financial advisor, and/or experience as a registered representative.
4.9 out of 5 rating based on 33 reviews
Areas of focus
- Estate Planning Strategies
- Family Finances
- Retirement Planning Strategies
CFP® CERTIFIED FINANCIAL PLANNER™
CRPC™ Chartered Retirement Planning Counselor™
CKA® Certified Kingdom Advisor®
- Penn State University - Bachelor of Science
- I compete in triathlons and other multi-sport events.
- I enjoy anything to do with being in, on or under the water.