Here to act in your best interests

About me

I have been helping my clients since 1994. It’s so satisfying to create a lifelong financial road map that helps my clients gain clarity and peace of mind, while considering their unique needs and partnering with them to help them achieve their long-term goals. Outside of work, I’m usually out and about with my wife and three kids Travel, camping, kayaking, and taking photos.


Bachelor of Arts, Sociology & Business - State University of New York at Albany

Visit one of our Locations


4050 Crums Mill Road

Suite 204

Harrisburg, PA 17112

Harrisburg - Allentown (Appt Only)

6081 Hamilton Boulevard

Suite 600

Allentown, PA 18106

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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