I’m a lifelong resident of Central Pennsylvania and began my career in financial services in 1999, working alongside my father. When he retired, I continued building my own practice and became a Financial Planner in 2000. Over the years, my career has also included time in management, where I recruited, trained, and mentored new agents before returning to my individual financial planning practice in 2018.
Today, I primarily work with individuals and families in the areas of retirement and estate planning, investment and asset management, and risk management through life, disability, and long term care insurance. I enjoy helping clients look at the bigger picture and understand how the different pieces of their financial lives work together.
I take pride in getting to know each client personally and understanding their individual needs, goals, and what matters most to them. I’m committed to building long term relationships and being a resource clients can rely on as their lives and financial needs evolve. My goal is to help each client make informed decisions and work toward greater financial independence.
Outside of work, I enjoy spending time with my wife, Jolene, and our three children. I also enjoy drawing, painting, and collecting and creating with LEGO bricks.