IVC Wealth Advisors Team

I have over 35 years of experience in investment portfolio management and retirement plan advisory. I began my career as a financial planner with Univest, advancing to the position of Portfolio Manager and eventually Vice President/Supervisor of Funds Management.

After nine years at Univest, I established Indian Valley Capital Management as a Principal. In January 2000, IVCM was acquired and renamed FirstService Capital. In 2004, FirstService Capital transitioned and was renamed National Penn Capital Advisors. After separating from National Penn in August 2014, my partners and I established the independent advisory firm IVC Wealth Advisors LLC, where I serve as President.
Outside work, I am involved in numerous community and church activities and enjoy spending time with my wife and our blended family of children and grandchildren.

I hold a B.S. Degree from Elizabethtown College. I earned the Certified Financial Planner (CHP®) designation from the College of Financial Planning. I have 63 (Uniform Securities Agent State Law Examination) and a PA Life and Health License.

As an independent financial advisor, I partner with individuals, families, and business owners to develop strategic, long-term financial plans tailored to their unique goals and circumstances. My mission is to simplify complex financial matters, empowering my clients to make informed decisions with confidence. Whether it's insurance planning, Medicare planning, wealth accumulation and preservation, preparing for a secure retirement, or building a lasting legacy, I provide customized, highly personalized solutions that reflect each client’s distinct needs and aspirations.

A proud U.S. Navy veteran, I am deeply committed to supporting fellow service members and veterans. I actively serve as the Commander of Veterans of Foreign Wars Post 5308 in Telford, PA, where I’ve held multiple leadership roles. I’m also a member of the American Legion, Shiloh-MacCalla Masonic Lodge 558 in Souderton, PA, and the Allentown Valley of the Scottish Rite Freemasons.

With over 30 years of experience in financial services and business, I bring a wealth of knowledge and a steadfast commitment to my clients. I hold FINRA Series 63 and 65 licenses, as well as the Accredited Investment Fiduciary® (AIF®) and Registered Financial Consultant® (RFC®) designations. I am dedicated to upholding the highest ethical and professional standards in everything I do.

Outside of work, I enjoy golfing, hunting, fishing, and most of all, spending quality time with my wife, Stephanie, and our three daughters.

Staying present can be difficult when you are worried about the future. As Vice President and head of investment research at IVC Wealth Advisors, building client confidence is my top priority. With over 20 years of experience as a financial advisor, I focus on providing my clients with customized financial and retirement plans to strengthen their financial future.

I started my career servicing life and variable annuity clients at Prudential Financial before accepting a broker role for Charles Schwab in Colorado. After returning to Pennsylvania, I landed at National Penn, where I developed my skills in selling and servicing group benefits, including group retirement plans. After 11 years at National Penn, my partners and I decided we could more fully meet the needs of our clients by starting our independent firm.

Outside the office, I am involved in my local church and coaching youth soccer. I love spending time with my wife and three daughters. Away from work, I enjoy motorsports, hunting, shooting, hiking, and traveling.
A Chartered Financial Consultant® (ChFC®) and Accredited Investment Fiduciary® (AIF®), I hold the FINRA, 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law), and Life, Accident & Health licenses.

“He is no fool who gives what he cannot keep, to gain what he cannot lose.” – Jim Elliot.

As CCO, I compile and submit required government filings and monitor compliance systems. Additionally, I am involved in investment research, analytics, and trading. What I most enjoy about my role is interacting with and providing daily service support to our clients.

I am a licensed investment advisor with 28 years of work experience in the financial services industry. I have a Bachelor’s degree from Delaware Valley College and a Master’s in Finance from Temple University Fox School of Business.

I live in Perkasie and have served as Judge of Elections for the 2nd ward, President of the Perkasie Rotary Club, and Treasurer of the Perkasie Industrial Development Board. I am an avid runner and am currently a member of the Valley Choral Society, Twelfth Night, and Summer Harmony Choruses.
I am a Certified Financial Planner™ (CFP). I also hold licenses for 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Adviser Law), as well as the Pennsylvania Life and Health Insurance license.

As a Registered Client Service Associate, my role is to anticipate the individual needs of our clients and provide exceptional client support. I strive to deliver accurate and timely responses to client requests and administrative processes. With over 15 years in the industry and a solid organizational background, I work with our financial advisors as they uncover and meet individual client goals.

I started my career at Oppenheimer & Co. Inc. in the reception area before I relocated to their Philadelphia offices for client support. During my time at Oppenheimer, I obtained several industry licenses. I further improved my industry knowledge by moving to Wells Fargo Advisors as a Senior Registered Associate. The chance to work individually with advisors and clients in a small personal setting is what drew me to IVC Wealth Advisors. The IVC community is what makes coming to work every day special.

I grew up in a small town in northwestern PA and attended Pennsylvania State University and the University of Pittsburgh. I moved to the area in the early 2000s and now reside in Perkasie with my husband, children, and pets. Outside the office, I enjoy baking, gardening, and spending time with my family.

I am an Investment Advisement Certified Compliance Professional®(IACCP®) and hold the Series 63 (Uniform State Agent State Law) and Series 65 ( Uniform Investment Advisor Law). I am also a Pennsylvania Notary.

As a Client Service Associate, I enjoy serving clients’ needs and assisting advisors with client accounts. I tutored under a wonderful mentor who taught me what it meant to provide client service and support, and the impact on their financial future.

I began my professional career as a client service representative for a regional Southern bank before I moved into the investment world via a newly established Broker-Dealer Firm, where I provided client support for independent financial advisors and their associates. The position allowed me to increase my knowledge of the inner workings of the different platforms and processes in the investment industry. After a brief absence due to medical reasons, I returned to work as a Client Service Associate at IVC Wealth.

I am from Northeast Philadelphia and returned to Pennsylvania in 2020 after living in Southern California and Maryland for many years. I attended Citrus Valley Community College in San Gabriel, California. I graduated with two degrees, an AS in Accounting and an AA in Liberal Arts.  I have twin sons in their early 20s and two dogs, and I enjoy spending time with them. I am a sports fan. I love rooting for the Phillies and Eagles. I enjoy dining with friends and sharing laughs.

As Retirement Plan Service Manager, I help Plan Sponsors navigate the sometimes-turbulent seas of maintaining a successful Employer-Sponsored Retirement Plan.

  I also work with Plan Participants and am passionate about encouraging them to prioritize their financial well-being by saving more for retirement. Through personalized consultations, I help them recognize the importance of early planning, setting achievable savings goals, and maximizing the benefits of their 401(k) plans.

 I have over 16 years of industry experience, with the past nine exclusively servicing Employer-Sponsored Plans & Participants. I am an Accredited Investment Fiduciary® (AIF) and Chartered Retirement Plans Specialist® (CRPS). I have a FINRA Series 7 (General Securities), 66 (Uniform Combined State Law Exam) licenses, and a PA Life/Health/VA License.

Outside work, I enjoy spending time with my family and watching the Phillies, Eagles, and Harleysville Hornets.