Professional Story:

I work closely with individuals, families and businesses, helping clients provide for and protect themselves and the people they care about. I seek to demonstrate client-centeredness through actions and deeds, helping individuals grow their wealth and protect their most valuable assets. I work hard to develop life-long relationships with clients and be a continual resource at each step along the way.

Qualifications:

- Bachelors of Math/Religion Studies from Messiah College

- Masters of Education in Mathematics from Saint John’s University

- FINRA (www.FINRA.org) Series 7 Registration, General Securities Representative

- FINRA, Series 66 Registration, Uniform Combined State Law

- Insurance Agent (Various companies)

Specialties:

- Personal Financial Strategies

- Retirement Planning and Income Strategies

- Wealth Management Solutions

- Life/Disability/Long-Term Care Insurance Planning

- Wealth Transfer strategies

- Buy/Sell Planning

Personal:

- Lives in Lancaster, PA with wife Christina, son Everett and daughter Evangelina

- Taught Secondary Mathematics for 7 years

- Loves cooking, skiing, movies, and books