In my practice, we're dedicated to delivering sound, skilled financial advice. Focusing on complex financial planning strategies for high net worth individuals and families, our approach is consistent and repeatable. Beyond the numbers, we understand that every client is unique, with distinct goals, values and life circumstances that require personalized attention.
I hold my Chartered Financial Consultant® designation. This has expanded my knowledge in areas such as tax-sensitive investment strategies, planning for business and individual retirement needs, risk management and estate strategies. In addition, I also currently hold my AAMS®, CRPC™ and CRPS™ designations.
Our team-based approach ensures every client receives the highest level of service and knowledge. We work collaboratively to deliver comprehensive and thoughtful financial advice. This synergy allows us to be proactive, responsive and fully engaged in our clients’ financial lives, creating a seamless and personalized experience.
True success is not only about financial growth but also about achieving fulfillment in every aspect of life. That’s why we are committed to walking alongside our clients, helping them achieve the best version of themselves, both financially and personally.
I was recognized as a Forbes Top Next-Gen Wealth Advisor Best-In-State in PA*, ranking #32 in 2023, #28 in 2024 and #16 in 2025.
I reside in Mechanicsburg, PA, with my wife, Brittany; daughter, Indie; and three dogs, Duncan, Brinley and Caley.
Nancy Morgan, my senior branch office administrator, is eager to provide you with the best service. She brings over 10 years of client service experience to our team and assists with all administrative duties. She resides in Dover with her two children.
Carly Main, my associate financial advisor, is dedicated to providing you with the highest level of service possible. She resides in East Berlin with her husband, two sons and two dogs.
Nathan Spuler, my branch office administrator, adds additional support needed by our clients and practice.
*2023-2025 Forbes Top Next-Gen Wealth Advisors Best-in-State in PA, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.