I have over 25 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: with my role being its President and Chief Investment Officer.
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 a FINRA Series 7 (General Securities), 63 (Uniform Securities Agent State Law Examination), and a PA Life and Health License