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
23
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
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

  • BS in Business Administration with a major in Finance from Shippensburg University of Pennsylvania

Community participation

Boys Soccer coach for HFC United Soccer Club 2013-present

Boys basketball coach for Norrisville Rec 2012-2014

Boys basketball coach for Parkville Rec 2011-2012

Boys LAX coach for jarrettsville Rec 2013-present

Boys clinic LAX coach for Parkville Rec 2012

Member of Board of directors for St. Ursula Soccer 2010-2013.

Boys soccer coach for St. Ursula Soccer 2008-2013

Interests

  • I am a husband and father of 2 fantastic boys Trent 17 and Logan 9
  • Outside of work my passion is coaching youth sports. I am currently a coach or an involved parent with the following programs: Jarrettsville Lacrosse, Kopper's Lacrosse, HFC United Soccer and Bel Air Travel Basketball.
  • My wife, myself, and my boys also enjoy, hiking, camping, running, gardening and playing with our four legged family member - TommyBoy.

My photos

2 albums
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