Since 2005, I have offered comprehensive financial planning to businesses, individuals and families. Understanding clients’ current issues and focusing on future goals are the building blocks to servicing my clients’ needs. Strategic asset management, education planning, retirement planning, and estate planning are specific areas I specialize in. I utilize the financial planning process to drive recommendations that clients can use today and use for the future.
I received a B.A. degree in Finance and International Business from Pennsylvania State University, University Park, Pennsylvania. I hold the Series 7 through LPL Financial, and 66 through LPL Financial and Good Life Advisors, LLC. In 2013, I earned the Accredited Investment Fiduciary (AIF)® designation. I am also licensed to sell and advise clients on life, disability, health, Medicare, and long-term care insurance.
I currently reside in Berks County, Pennsylvania. In my personal time, I enjoy spending time with my wife and 3 year old daughter, traveling, hunting, fishing, golf, and Philadelphia sports.