I am passionate about helping people work toward their financial goals.

I believe it is important for me to invest time listening in order to understand you and your goals. Partnering with you, we will develop specific strategies tailored to your goals and risk tolerance. Together, we can monitor your progress throughout life to help keep you on track toward achieving a more positive outcome. I will work directly with you, while utilizing the help of advanced technology, plus the support and guidance of thousands of analysts.

My father grew up on a farm and for much of his work life, he was employed as a machinist. My mother worked as a teacher aid at our local school. I witnessed their work ethic and discipline in providing for our family. It has developed in me a strong work ethic, a drive to accomplish goals and a desire to help others.

Prior to Edward Jones, my background in architectural products required planning, processes and commitment to results. I believe this experience translates to investing, where a long-term philosophy, established processes and commitment are important in achieving your financial goals.

When I am not in the office, I enjoy the outdoors and can be found cycling, walking in our community with my wife, Sandy, or hiking with our cameras, looking for a great photo. We are active members of our church. We have two grown sons, Jacob and Zachary, who we love spending time with.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Cycling
  • Hiking
  • Outdoor Enthusiast
  • Photography
  • Woodworking

Office Information

Mailing Address

P O Box 215 Montoursville, PA 17754

Office Hours

Office Hours
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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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