As an independent financial advisor, I partner with individuals, families, and business owners to develop strategic, long-term financial plans tailored to their unique goals and circumstances. My mission is to simplify complex financial matters, empowering my clients to make informed decisions with confidence. Whether it's insurance planning, Medicare planning, wealth accumulation and preservation, preparing for a secure retirement, or building a lasting legacy, I provide customized, highly personalized solutions that reflect each client’s distinct needs and aspirations.
A proud U.S. Navy veteran, I am deeply committed to supporting fellow service members and veterans. I actively serve as the Commander of Veterans of Foreign Wars Post 5308 in Telford, PA, where I’ve held multiple leadership roles. I’m also a member of the American Legion, Shiloh-MacCalla Masonic Lodge 558 in Souderton, PA, and the Allentown Valley of the Scottish Rite Freemasons.
With over 30 years of experience in financial services and business, I bring a wealth of knowledge and a steadfast commitment to my clients. I hold FINRA Series 63 and 65 licenses, as well as the Accredited Investment Fiduciary® (AIF®) and Registered Financial Consultant® (RFC®) designations. I am dedicated to upholding the highest ethical and professional standards in everything I do.
Outside of work, I enjoy golfing, hunting, fishing, and most of all, spending quality time with my wife, Stephanie, and our three daughters.