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
22
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
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Family Finances
  • Insurance
  • Investments
  • Estate Planning Strategies

Education

  • B.A. Crime & Justice, Albright College, Reading, PA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

Palmerton Towamensing Athletic Association, President and Coach

Interests

  • Spending time with wife Stacy, sons Ben and Lukas, and our three pugs, Gizmo, Gidget, Gimli
  • Coaching Baseball
  • Attending Washington Football Team and Lehigh Valley Iron Pigs games
  • Traveling to Disneyworld with family and friends each year

My photos

3 albums
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