Advisor profile

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2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Charitable Giving
  • Small Business
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Insurance
  • Sustainable and Responsible Investing
  • Family Finances
  • Wealth Preservation Strategies
  • Intergenerational Planning

Education

  • Lancaster Bible College, BA in Pre-Seminary (Pastoral Ministry)
  • Delaware Military Academy, Diploma with Honors, Cadet Lieutenant JROTC

Community participation

Professionals International's Global Footprint
Professionals International's Global Footprint

Interests

I like to spend as much time as possible with my wife and four kids, aged four and under. Life can be really busy... With what little free time I have, I get most excited about non-profit work to advance the cause of human flourishing in my local community and hard to reach places around the world stricken with poverty. When I tend to my own flourishing, it usually involves eating clean and exercising, and sometimes golf if I'm lucky.

My photos

1 albums
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