Ever since my first student-run Investment Club meeting at Moravian College, I've had a strong passion to build a career dedicated to guiding clients toward secure financial futures. With nearly a decade of industry experience, I have developed a deep understanding of the many challenges that come along with individual and family financial planning. My daily objective is to empower our clients by helping them understand their financial situations and develop strategies to improve and streamline their day-to-day finances, allowing them to prioritize what truly matters.
In March of 2023 I successfully completed the CERTIFIED FINANAICAL PLANNER (CFP®) exam, which reinforced my dedication to providing top-tier financial guidance to clients.
I am a proud graduate of Bethlehem Catholic High School and Moravian College, where I earned my bachelor’s degree in accounting and MBA in Business Analytics.
I actively support various nonprofit organizations in the Lehigh Valley community. I serve as the Treasurer for Touchstone Theatre and as the Secretary for the St. Anne’s Educational Endowment Fund. Additionally, I'm an assistant baseball coach for Bethlehem Catholic.
When not assisting clients, I love to spend quality time with my wife, Erin, and our young son, Carter. Our lively Aussie, Rocky, keeps us on our toes and adds an extra dose of excitement to our lives. You can also find me cheering on my Phillies and enjoying concerts in the area.