State
Pennsylvania
Description
Many people make financial decisions in a fragmented way, leading to frustration and a lack of clarity about their overall plan. We collaborate with attorneys, CPAs, and other professionals to provide a coordinated approach designed to serve our clients’ best interests.
With over 25 years of financial planning experience—along with a background in medicine, the military, and aviation—I help you simplify your financial processes and gain a clear, high-level view of your finances. From this 30,000-foot perspective, we chart a course toward the goals that matter most to you.
Favorite quote: I slept and dreamt that life was joy. I awoke and saw that life was service. I acted and behold, service was joy. – Rabindranath Tagore
- I live in Mechanicsburg, PA with spouse Kelly and dog, Freddie.
- Enjoy spending time with two daughters, Caroline and Hannah.
- Passionate about PSU football, golf and tennis.
- Happy place – Family vacations in Avalon, NJ
Designations:
- AWMA®, Accredited Wealth Management Advisor – 2015
- CFP®, Certified Financial Planner® – 2008
- ChFC®, American College – 2003
- AIF®, Accredited Investment Fiduciary – 2019