I was born and raised here in Northcentral Pennsylvania, and so I’ve made it my mission to help this region’s public school employees, business owners and executives, and the people they care about live and retire well. I strive to accomplish this mission through a sincere dedication to my clients and my craft.
While my practice focuses largely on retirement plans and planning—403(b), PSERS, IRA, 401(k), 457(b), etc.—I am also experienced at helping clients with their more general investment, college savings, life insurance, and long-term care insurance needs. To that end, I offer objective and personalized guidance, financial strategies, and non-proprietary investment, insurance, and annuity solutions to help my clients address their unique financial needs and goals. Additionally, my knowledge of PSERS, PSEA, and the needs of individuals within the educational community helps prepare my clients for retirement and beyond. I am proud that my firm has been exclusively endorsed by the PSEA since 1974, especially since I am a former educator and the son of a career educator who is now enjoying her PSERS pension! I earned both a Master of Business Administration and a Master of Arts in Arts Administration from the University of Cincinnati, and earned my Bachelor of Music in Music Education from the University of Miami.
My wife, Victoria, and I live in Montoursville, PA, with our son and daughter, and are committed to improving our community. I currently serve as president of the Kiwanis Club of Williamsport, president of the Reciprocity Club of Williamsport, and am a member of the Uptown Music Collective’s Board of Directors. And, from time to time, you can still hear me playing my violin at special events all over the region.
Contact by Phone