I am a financial advisor; I like to compare having a financial strategy to building a bridge. Simply stated, my team uses an established stewardship process to help enable hard-working people to cross the bridge to financial confidence.

As clients see the span from their vocation to their permanent vacation (retirement) with family, recreation or travel, we get excited with them as their confidence grows. Our established financial process involves trading fear and greed for wisdom. The destination is having a strategy to gain confidence that you will not out live your money.

My wife, Noelle, my four children, Audrey, Lauren, Charles and Brady, and I enjoy attending Faith Church regularly. Camping and travel are very big parts of how we enjoy the world. We are a close-knit family and appreciate the adventures we take together.

Born a native to New York, I attended Messiah College in Mechanicsburg, PA, where I earned a Bachelor of Science degree in psychology and a minor in art. I hold the AAMS® designation through the College for Financial Planning.

It is thrilling to be a part of building that bridge that allows people to "arrive" confidently at the destination they have dreamed about.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Socially Conscious Investing
  • Charitable Giving
  • College Savings

My Personal Interests

  • Spending Time with Family
  • ATVs
  • Motorcycles
  • Camping
  • Coaching Sports

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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