picture of a planner

Here to act in your best interests

About me

Throughout my career, I have been committed to helping families achieve their financial goals and realize their dreams and visions for the future. Outside of work, I enjoy spending time with my family, traveling and learning more about our magnificent country.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™


Bachelor of Arts, English & Political Science - University of Rochester

Master of Business Administration, Finance & Marketing - University of Connecticut

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

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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