As a financial advisor, I focus on working with individuals to help them transform their financial future and achieve their personal financial goals with a unique approach tailored to fit their situation.

I help individuals identify their primary risks in retirement by structuring a process to help them mitigate market downturns while protecting their life savings.

*** Are you an executive or professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals?

Chances are, you are busy fighting fires and dealing with new challenges that come with your job.

Most executives and professionals spend long hours helping their company and projects become successful but lose sight of their personal financial freedom goals.

As a result, they unintentionally end up working more years than they planned to before retirement.

*** Are you a teacher, state or federal employee that is relying primarily on a pension to take care of your retirement goals but unsure exactly what to expect?

Odds are, you are focused on putting in your time to reach those benefits, but is it going to be enough to last and provide the lifestyle you want to have in retirement?

*** Are you a small business owner who has been laser-focused on your business and have not had a chance to look at your overall financial picture?

Chances are, you are still relying on annual income tax filling and your business plan to feel good about your financial future.

Most business owners are busy running their business – especially during a pandemic – and ignore (or are unaware) of the implication your business can have on your financial strategy as a whole.

Are there any gaps in your methods? Are you maximizing strategies to leverage your hard-earned business income towards reaching your personal goals?

These are some of the many concerns that I can help you solve.

If you need help with this, feel free to reach out at [email protected].

Focus areas

  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Baseball
  • Fishing
  • Football
  • Personal Fitness
  • Golfing

Office Information

Office Address

213 East Plank Road Suite A Altoona, PA 16602

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

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