163 East Main Street
As President & Chief Investment Officer, I work with high net worth individuals, corporations, and executives. I help my clients understand their current financial situation and define their future goals.
I have 25 years of experience with 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 9 years at Univest, I established the firm Indian Valley Capital Management as a Principal. In January 2000, IVCM was acquired by FirstService Bank. After 13 years of bank ownership, I, along with my partners, established the independent advisory firm IVC Wealth Advisors, LLC and serve as its President/Chief Investment Officer and Managing Partner.
I earned a B.S. Degree from Elizabethtown College in Business Administration. I hold various FINRA and Insurance licenses. I am actively involved in numerous community and church activities and enjoy spending time with my four children.
As an independent financial advisor, I work with individuals, families and business owners to help them understand the importance of developing a strategic, long-term plan that helps them achieve their goals and objectives. I take the mystery out of complex issues so that my clients fully understand all of their options.
I help my clients understand their current financial situation and define their future goals. Whether it is insurance planning, wealth accumulation and preservation, a secure retirement or leaving a legacy, every person, family and situation is unique and requires customized and highly personalized solutions.
I bring 15 years of financial and business experience to my clients. I hold the Accredited Investment Fiduciary designation and conform to the highest ethical and professional standards.
As a U.S. Navy Veteran I am passionate about our military members and Veterans. I am an active member of Veterans of Foreign Wars Post 5308 in Telford, PA. I am currently President of the VFW Home Committee and Chaplain for the Post. I am a member of the Souderton American Legion. I am also a member of Shiloh-MacCalla Masonic Lodge 558 in Souderton, PA as well as the Allentown Valley of the Scottish Rite Freemasons. When not working, I enjoy hunting, fishing and spending as much time as possible with my wife Stephanie and our three girls.
Staying present can be difficult when you're 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 15 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 then moved to Colorado to work at Charles Schwab. After returning to Pennsylvania, I landed at National Penn where I developed my focus on 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 own independent firm.
An Accredited Investment Fiduciary® (AIF), I hold the FINRA Series 7 (General Securities), 9 and 10 (General Securities Sales Supervisor), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law) and Life, Accident & Health licenses. Outside of the office, I am involved in my local church and serve on the board of the BuxMont Fellowship of Christian Athletes. I love spending time with my wife and baby girl. In my free time, I also enjoy motorsports, hunting, shooting and soccer.
“He is no fool who gives what he cannot keep, to gain what he cannot lose.” – Jim Elliot
In my eyes, success starts with simplicity. As Vice President and Relationship Manager at IVC Wealth Advisors, I strive to simplify the often complex financial world so my clients can focus on what matters most. Retirement plans are my forte. Prior to joining IVC wealth advisors in 2013, I was fortunate to work as a relationship manager within the retirement plan industry for over 15 years. I truly enjoy giving clients high quality services that promote their success while maximizing cost efficiency.
A proud alumnus of Kutztown University, I am a credentialed member of the American Society of Pension Professionals & Actuaries (ASPPA). I hold the FINRA Series 7 (General Securities) & 63 (Uniform Securities Agent State Law) licenses, as well as Life, Accident & Health licence.
Outside of the office, I'm very involved in my local church and had the honor of serving as President of its council from 2011 to 2013. I've also served on the Christ Lutheran Disaster Response Team in Mississippi and help manage their softball team. I'm an avid golfer and help coordinate the annual Shepherd Shelf Food Cupboard Tournament. Most of all, I enjoy spending time with my family and friends.
"What you are shouts so loudly in my ears that I cannot hear what you say." -Ralph Waldo Emerson
As a service advisor I support our clients in various ways including, investment research, analytics, and trading. Most importantly, I have the opportunity to interact and provide daily service support to our clients.
I am a licensed investment advisor and have 18 years of work experience in the financial services industry. I received a Bachelor’s degree from Delaware Valley College and received an Master’s Degree in Finance from Temple University‘s Fox School of Business. I am a Certified Financial Planner™ (CFP) and hold FINRA Series 7 (General Securities Representative), 24 (General Securities Principal) and 63 (Uniform Securities Agent State Law) licenses and, the Pennsylvania Life and Health insurance license.
I live in Perkasie area and 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 currently a member of the Palisades Community and Delaware Valley University Choruses.
As an administrative assistant I provide daily support to our advisor team and to our clients.
I joined IVC Wealth Advisors in 2016 and bring project management experience from my time working in the compliance segment of the pharmaceutical industry.
I live in Perkasie with my Husband Nathan and our 2 daughters. In my free time I enjoy watching my girls play travel soccer for Deep Run. When I am not watching sports I like to travel, read and cook.