I draw upon 20 years of financial planning experience, plus, my prior medical, military and aviation experiences to help you simplify your processes and truly see your finances from an altitude of 30,000 feet. Then, help you make the changes to get on course for the goals that YOU want to accomplish.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Many people go through their lives making financial planning decisions that are relatively uncoordinated. This results in frustration and inability to visualize their overall financial plan. We work with, for and on the behalf of our clients in collaboration with other financial professionals like attorneys and CPAs. Our clients are best served by an efficient team of professionals working together.

Let's create YOUR financial flight plan.

Education

AWMA®, Accredited Wealth Management Advisor
CFP®, Certified Financial Planner®
ChFC®, American College
BS in Biology from Elizabethtow College

Hobbies

Golfing
Cooking
Wine Tasting

Affiliations & Memberships

MDRT, Court of the Table
Member of the Financial Planning Association
Member of the Harrisburg Estate Planning Council
Member of the National Assoc. of Insurance & Financial Advisors