As an independent financial planner, I have the flexibility to explore a diverse range of investment opportunities and strategies tailored to your needs. This independence allows me to focus solely on what’s best for you, without being tied to any specific institution’s products or services.
I understand that each client’s financial journey is unique. By taking into account your individual circumstances, I can recommend strategies that align with your goals. My expertise lies in wealth accumulation planning, risk management, and wealth distribution strategies, ensuring that you have a comprehensive plan for your financial future.
Growing up in Berks County, I graduated from Governor Mifflin High School and continued my education at Grove City College, earning a BA in Marketing/Business with a minor in computer programming. My career path led me to Black Diamond Financial Group in 2012, following six years with Merrill Lynch’s wealth management division.
When I’m not working, you’ll likely find me road biking, mountain biking, hiking, skiing, or playing pickleball. I also cherish the time spent with my sons, enjoying the great outdoors and making lasting memories.