For each goal, financial advising demands a personal, yet professional approach. My focus is to take the time to truly understand our clients and what is most important to them. I provide full-service financial advice to a select group of clients so that everyone can receive the personalized attention they deserve. Many of my clients are small business owners. Others are approaching or living in retirement. Our client families are multigenerational with complex wealth needs. I am grateful for the opportunity to work for serious clients who seek a meticulous, long-term approach to their financial goals. I sincerely value our clients' trust. I am honored to have been named to the Forbes Best-In-State Wealth Advisors list in Pennsylvania for 2025.* I am also registered in multiple states and can serve clients and their loved ones nationwide. My branch team is key to my success. Lorie and Kathy have more than 50 years of combined industry experience. With their help, I develop tailored strategies unique to our clients’ lives. Our clients can always expect personal attention and prompt answers throughout the process. I began my career in the U.S. Navy and then worked in various roles in the pharmaceutical industry prior to joining Edward Jones in 2005. Within the firm, I have held numerous leadership positions and was named a limited partner in 2011. Outside of the office, I am an active member of the community. I serve on the Fairview School Board. In my free time, I enjoy personal fitness, reading and travel. I value spending time with my wife, our two children and our extended family. My team and I provide the investment services and tools our clients need to help complete a road map for their financial future, working side by side with them on every twist and turn along the way. To learn more about how we can help you optimize your family financial goals, please contact us today.
*2025 Forbes Best-In-State Wealth Advisors in PA, published April 2025, research by SHOOK® Research LLC, data as of June 2024. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.