Professional Story:

One Advisor can't be an expert in every piece of the puzzle. There is nothing I enjoy more than having a deep understanding of our clients goals and then working as a team to help you achieve them.

Qualifications:

• CFBS^® - Certified Family Business Specialist (CFBS) designee

Professional Specialties:

• Fee for Advice (Financial Planning)
• Specialties:
• Focus on working with Medical professionals
• Wealth Management Services
• Investment Strategies
• Education Funding Strategies
• Risk Management Strategies
• Business Solutions
• Retirement Income Strategies
• Retirement Strategies
• Disability Income Insurance

Personal:

I currently live in Lancaster with my wife Amanda and our 4 amazing kids. I have deep roots in Athletics participating at the Collegiate, Olympic and Professional levels. I still enjoy playing Golf and getting the kids active.