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763 Chestnut Street (Route 61), Kulpmont, PA 17834

570.373.1858
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The Future Belongs to Those Who Plan For It

The Future Belongs to Those Who Plan For It

Responsibility to clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

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25 Years of Experience

25 Years of Experience

Specializing in Retirement Planning, High Net Worth Clients, and Trust Accounts

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If you believe you could benefit from working with a CERTIFIED FINANCIAL PLANNER® Professional, let’s schedule a FREE review to talk about your goals. We can determine if we are good fit to work together. Schedule a no obligation, no-cost review today.

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My Clients

I maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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My Services

When was the last time you sat down and had an honest and understandable conversation about your investments?

Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on my insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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High Net Worth

Financial planning strategies for wealthy individuals 

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Estate & Trust Strategy

Strategies for every phase of life

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Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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