My clients trust me with the responsibility to guide them through the complexities of personal finance. I provide clarity and insight on how to measure and improve your cash flow as well as whether you are on track to accomplish your various financial goals. Our firm takes a macroeconomic approach to planning and coordinates all your financial decisions through the use of a comprehensive economic model.
- Insurance Planning
- Investment Management
- Retirement Planning
- Educational Planning
- Cash Flow Management
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Pension Plan Design
- Buy/Sell Agreements
- Group Benefits
- Employee Retention
My wife, Laurie, and I have two children, Quinn and Parker. I currently sit on the board of The Hope Gala. Created to support fundraising efforts on behalf of The Four Diamonds Fund and The Penn State Dance Marathon (THON™), The Hope Gala contributes to the mission of conquering childhood cancer. All proceeds benefit pediatric cancer patients at the Penn State Children’s Hospital and their families in need of financial aid, medical assistance, and emotional support.
Education & Training:
- Penn State University – BA, 2008
- Life & Health Licensed
- Investments, Mutual Funds and Annuities
- Series 7 and 66 Licensed
CERTIFIED FINANCIAL PLANNER®
CHARTERED LIFE UNDERWRITER®
CHARTERED FINANCIAL CONSULTANT®
RETIREMENT INCOME CERTIFIED PROFESSIONAL®