As a resident of Lower Macungie, I want to make an impact in the community both personally and professionally. Volunteering time to various charitable organizations, hosting seminars for our local senior community and working with non-profit groups is how I give back on a personal level.

Professionally, my mission is to impact client's lives by understanding what is important to them, partnering together and helping them stay on track to meet their financial goals.

What's most important to you?
Are you on track to accomplish your goals?
Would you appreciate some guidance?

Whether you've never spoken with a financial advisor before or if you've had an advisor for decades and would like a second opinion, I'd love an opportunity to connect and see if I could be an asset to you, your family or small business.

Quakertown BNI - Membership Committee
Quakertown Rotary - Club Technology
Upper Buck's Chamber of Commerce

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • College Savings
  • Entrepreneurs & Business Owners
  • Wealth Strategies

My Personal Interests

  • Hiking
  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Active Lifestyle

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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