Focus: Insurance Strategies, Business Owners, LGBTQ, Retirement Income Planning, Group Benefits, Estate Planning, Military, Investment Strategies, Retirement Strategies, Financial Education, Risk Management Strategies, Student Loan Refinancing
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
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.
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.
Shippensburg University (2013-2017), Summa Cum Laude
Affiliations & Memberships
Alumni Board of Directors (Shippensburg University)
Beta Gamma Sigma
Boy Scouts of America (Eagle Scout)
Volunteer Firefighting (Central Pennsylvania)
Check the background of this investment professional on FINRA’s BrokerCheck
5001 Louise Drive Suite 300
Mechanicsburg, PA 17055