When you enter my office for the first time, you may have concerns, doubts and questions. As an investor of 25 years and a financial advisor for over ten years, I am committed to both easing your mind and helping you achieve your financial goals. Every investor is different, but one thing my clients all have in common is that they value a disciplined, established approach to investing. Whether they’re new or seasoned investors, current or future retirees, parents planning for children’s needs, small-business owners hoping to provide their employees with investment opportunities or those seeking to leave a legacy, it is my job and my passion to work with clients to create a personalized strategy with their goals in the forefront and then to follow through with my clients to help ensure we remain on track.

Born and raised in northwestern Pennsylvania, I began investing at age 23 when my parents introduced me to the local Edward Jones financial advisor in Franklin. I graduated from Grove City College with degrees in business and biology and worked in the pharmaceutical industry for 20 years. With an ongoing interest in investing, I sought and completed my MBA from Gannon University; and finally, in 2012, pursued my desire to be a financial advisor for one of the top-rated investment companies nationwide, Edward Jones.

Today, my office in Greenville, Pennsylvania, serves hundreds of clients across northwestern Pennsylvania and the United States. I attribute much of our success to Senior Branch Office Administrator Michele Zigo, who works endlessly to meet the needs of the clients and helps them feel comfortable and supported within the office. We have also been happy to welcome to the team another Branch Office Administrator, Erica Smith, who looks forward to supporting our clients and their needs.

Outside the office, I enjoy spending time with my wife, Kaylene; son, Jacob; and daughter, Emeline. I am an avid outdoorsman, attend Christ United Methodist Church and have been a member of the Kiwanis Club for over 25 years. Currently, I also serve on the Northern Mercer County Recreation Board.

Focus areas

  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • New Investors
  • Business Retirement Plans
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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