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 serve on the Lehigh Valley/BuxMont Fellowship of Christian Athletes board. I love spending time with my wife and three daughters. Away from work, I enjoy motorsports, hunting, shooting, hiking, and coaching youth soccer.
A Chartered Financial Consultant® (ChFC®) and 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.
“He is no fool who gives what he cannot keep, to gain what he cannot lose.” – Jim Elliot.