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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Domestic Partner Planning

Education

  • Bachelor of Science, Beaver College, Glenside, PA

Community participation

Pennsylvania Freemasons - Member of the Carbon Lodge No. 242, Jim Thorpe, PA since 2006.

Interests

The things that I like and cherish the most focus on family, friends and ecological concerns. I love spending time with my partner Rosemary and our grandson Charles. We enjoy hiking, amusement parks, concerts and plays. Some of our favorite places are Knobles Grove, Ricketts Glen State Park, Appalachain Trail and Penn's Peak. Getting together with family and friends during the holidays and family reunions are highlights of the year. The sports I like are college wrestling and football. My musical interests are classic rock, epecially The Grateful Dead.

My photos

1 albums
close