Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Social Security Retirement Benefits
  • Saving for Education
  • Estate Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Family Finances
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

  • West Virginia University, General Studies, Morgantown WV. No degree.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2015-2016

Community participation

Held a board member position with the Ligonier Chamber of Commerce for 6 years.

Interests

I enjoy motorcycling, woodworking, antiques, and and home improvement projects.

Living in Ligonier and the Laurel Highlands is a great place to enjoy all of the outdoor activities; Hunting; Fishing; Hiking; Golfing, etc. We spend a lot of time outdoors.

My photos

4 albums
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