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 their options and by assisting them with understanding their current financial situation and defining their goals. Whether it is insurance planning, wealth accumulation or preservation, a secure retirement, or leaving a legacy, every person, family, and situation is unique and requires customized and highly personalized solutions.
As a U.S. Navy Veteran, I am passionate about our military members and Veterans. I am an active member with Veterans of Foreign Wars Post 5308 in Telford, PA. I am currently the Commander of the Post and have served in various positions. I am a member of the American Legion. I am also a member of Shiloh-MacCalla Masonic Lodge 558 in Souderton, PA, and the Allentown Valley of the Scottish Rite Freemasons. When not working, I enjoy golfing, hunting, fishing, and spending quality time with my wife, Stephanie, and our three girls.
I bring over 25 years of financial and business experience to my clients. I hold the FINRA Series 7 (General Securities), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law), and the Accredited Investment Fiduciary (AIF®) designation. I am also a Registered Financial Consultant (RFC ®) and conform to the highest ethical and professional standards.