Building wealth, living generously and leaving a legacy. As a financial advisor, I develop long-term relationships with my clients in which you have the opportunity to do just that. We accomplish this by using our established process to build a personalized strategy and help you achieve what's most important to you.
I made the decision to join Edward Jones after running a business and seeing the difference a sound financial strategy can make. In addition, it was clear to me in working with my financial advisor how impactful it can be to have a consultant to keep you on track toward your goals.
I believe it's important to invest my time in understanding your situation as well as your personal, business and family goals. In this way, we can partner together so that I may help develop a plan to keep you on track and make adjustments along the way.
In my ongoing desire to better serve my clients as well as to continue to be a student of my craft, I have recently earned the Accredited Asset Management Specialist™ (AAMS®)* designation.
I grew up in Clarks Summit, PA and am a 2009 graduate of Gettysburg College. In 2018, I married my wife, Ashley, and we recently had a baby girl in the fall of 2019. When I am not in the office, I enjoy spending time with my budding family as well as our Labrador, Sydney, and spending time outdoors.
Our clients also have the benefit of working with our branch administrator, Linda Moran. Linda has her Bachelor of Science degree in management and distribution and came to us from the banking, real estate and marketing industries.
Give us a call at (570)382-3444 to schedule an appointment today!
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Office Address1444 E Lackawanna Ave
Olyphant, PA 18447
|Mon||08:30AM - 05:30PM|
|Tue||08:30AM - 05:30PM|
|Wed||08:30AM - 05:30PM|
|Thu||08:30AM - 05:30PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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