With over 28 years in the financial industry, I craft and maintain investment management strategies that cater to the unique needs of each client. At Black Diamond, I aim to deliver the personalized service you’d expect from a boutique firm while leveraging the comprehensive resources of LPL Financial. This partnership allows me to provide access to top-rated analysts and cutting-edge technology, giving you the best of both worlds.
My career as a financial advisor began in 1996 at the Reading office of Morgan Stanley Dean Witter. After an enriching stint there until 2004, I joined Merrill Lynch, where I honed my skills for eight years. In 2012, I aligned with LPL Financial, marking the start of a new chapter with Black Diamond Financial Group.
Raised in Sinking Spring, I now live in Reinholds, PA, with my wife Rachel and our three children. I’m passionate about community youth sports and enjoy playing soccer, golf, hunting, and fishing. Family time is precious to me, and I cherish every moment spent with them. I’m also actively involved with the South East Pennsylvania National Deer Association and The Wilson Soccer Alumni Association, where I serve as a board member.