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