CMFC™, CRPC™Request an appointment
Here to act in your best interests
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, University of Rochester
Master of Business Administration, University of Connecticut
Visit one of our Locations
Harrisburg - Allentown (Appt Only)
1275 Glenlivet Drive
Allentown, PA 18106
4050 Crums Mill Road
Harrisburg, PA 17112
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 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 insight as well as our client service associates who can provide you with additional resources and support.