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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, 65, 63
  • Life and Health Insurance Licenses

Education

  • MBA, 2000 Loyola College, Baltimore MD
  • BS ,1978 Rochester Institute of Technology, Rochester NY

Awards & recognition

  • Ameriprise Circle of Success, 2010
  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Community participation

Third Degree Knights of Columbus

Finance Council, St Joseph Church, Dallastown, PA

Interests

  • My grandson, Gabriel was born April 21st 2020. He is a special focus of our life now.
  • Travel. I love seeing new places, learning about different cultures, and trying new foods.
  • Reading and watching movies.
  • Going for walks with my dogs, Atticus & Gracie.
  • Cruising in my Black Mustang GT Convertible.
  • Volunteering with my Church.
  • Spending time with my wife Audrey, my grandson, Gabriel, my daughter Annie and husband Jake Mendoza, and daughter Liz.