I have a passion for helping the serious, long-term investor achieve their financial goals. I'm committed to educating our clients through our ongoing process of monitoring goals and objectives through various life stages.

Developing your personalized long-term strategy encompasses understanding your tolerance for risk, documenting goals, tracking investment performance and progress towards goals, implementing tailored advice and guidance, and conducting regular reviews. Our process allows us to stay on track while we can focus on what we can control.

In 2009, I began my career with Edward Jones as a financial advisor in the Back Mountain area. I enjoy helping individuals, families and small business owners achieve that of which is most important to them. We strive to make a meaningful and positive impact in our clients lives on a daily basis. We provide exceptional client service in a professional, personal and friendly manner from our office in Dallas, PA.

Originally from Baltimore, MD, I graduated from Messiah College in 2008 with a bachelor's degree in marketing and earned an MBA from Misericordia University in 2016. I also hold the Accredited Asset Management Specialist™ professional designation. 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.

I reside in Shavertown, PA with my beautiful wife, Rachel, and three active children, Penelope, Teo and Brodie.

My Personal Interests

  • Animal Rescue
  • Personal Fitness
  • Spending Time with Family
  • Volunteering
  • Coaching Sports

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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