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
24
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
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • J.D. Dickinson School of Law - 1994
  • B.S. Liberty University - 1991
  • Penn Manor High School - 1987

Awards & recognition

  • Sylvan Capital Advisors, Ameriprise Client Experience Award, 2022
  • Sylvan Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Professional associations

  • Cumberland County Bar Association - Social Member
  • Christian Businessmen's Connection
  • Torch Club of Adams County
  • Kingdom Advisors

Previous experience

  • Securities America, Inc., 2010-2010
  • Morgan Stanley Smith Barney, 2009-2010
  • Citigroup Global Markets, Inc., 2000-2009

Community participation

  • Active in the Christian Business Mens Connection.
  • Cumberland County Bar Association - Social Member

Interests

  • I live in Shippensburg, PA with my wife Amy and three sons.
  • I enjoy spending time with my sons Ricky, Rylan and Roen.
  • I am a fan of the Philadelphia Phillies.