Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S., Finance, Penn State University, State College, PA

Interests

* Spending time with my family & friends

* I enjoy watching sports and attending games- particularly Penn State football, New York Yankees, Pittsburgh Steelers & Philadelphia 76ers. I am a season ticket holder for Penn State football.

* My favorite hobby is playing golf. Tiger Woods is my all-time favorite golfer.

* I also enjoy listening to music, attending concerts and traveling.

Community participation

* Participates in THON each year at Penn State University which has a purpose of raising money and providing emotional support to children and families in order to combat pediatric cancer.