During college, I wanted to work as an economist, but that all changed when I talked to a family member about their investments and financial advisor. Their advisor did not communicate with them or talk to my family about our financial goals. I decided, shortly after that experience, to help people with their financial goals.

In 2010, after graduating from Edinboro University with a B.S. in economics for my undergraduate studies and an M.A. in communication studies for my graduate work, I joined Edward Jones. I have a passion for developing my knowledge and want to provide the best advice possible. That is why I have pursued the CFP® certification and the AAMS™ and CRPC™ designations.

I enjoy discovering what is most important to clients. We use our proven process to establish and create personalized strategies, then implement those strategies in order to help our clients have the best chance of achieving their goals. I also work with your tax professional and attorney to utilize everyone's expertise in helping you.

I was named to the Next-Gen Best-in-State Wealth Advisors 2022 by Forbes and SHOOK Research (2022 Forbes Top Next-Gen Wealth Advisors Best-In-State in Pennsylvania, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.).

My wife, Jen, and I have two sons, Michael and Scott. Michael was born in 2016 and Scott was born in 2018. I am an active member of the community, serving on the Clarion Rotary Club Board and Clarion Volunteer Fire Department and as a board member of the Clarion County YMCA. I also sponsor community activities to help our local organizations.

With the help of my branch office administrators, Clarissa Amato and Linda Miller, we strive to provide the highest level of service to help each individual client or organization reach their financial goals. Our team welcomes the opportunity to serve you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Personal Fitness
  • Traveling
  • Technology

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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