As your financial advisor, I believe it is important to learn about you and your financials goals. With that knowledge, together we can utilize an established process to develop an investment strategy tailored to meet your unique needs.
I grew up in a small western Pennsylvania town, where I spent much of my time working at a local hardware store. This experience taught me about hard work and the value of a dollar. I was also exposed to the stock market and value of long-term, disciplined investing at a young age.
After graduating from high school, I attended the United States Naval Academy. I graduated from the Naval Academy with a Bachelor of Science in Naval Architecture. Upon graduation from the Naval Academy, I received my commission as a Naval Officer and served abroad on three separate deployments. I then returned to civilian life and became a financial advisor.
As your financial advisor, it is my goal to build a long-term relationship and to provide you with the best service and financial advice possible.
I enjoy working with people from all backgrounds, especially veterans, and have found great satisfaction in helping people preparing to retire. Utilizing the discipline and attention to detail instilled in me by the Navy, I will work with each client to develop personalized strategies tailored to meet each client's goals. I am passionate about and take very seriously the trust and responsibility of serving you and your family.
Please call the office, email or connect with me on LinkedIn to discuss how we can work together to ensure your financial plan will allow you to reach your goals.
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