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.