Professional Story:

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.

I will assist you as you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame

Qualifications:

• FINRA Series 7 and 66 Registration
• PA Resident Insurance Producer License
• Professional Engineer (P.E.) Registration
• BS in Civil Engineering – Lehigh University
• MS in Civil Engineering – The Pennsylvania State University

Specialties:

• Comprehensive Financial Planning
• Retirement Planning
• Risk Management: Life Insurance, Disability Insurance, Long-Term Care Insurance
• Investment Strategies: Money Managers, Mutual Funds. Stocks & Bonds, Annuities
• College Planning: 529 Plans, UTMAs
• Estate Planning Strategies
• Charitable Giving Planning: Donor-Advised Funds, Charitable Remainder Trust, Charitable Lead Trust, Pooled Income Fund
• Tax Planning, Tax Loss Harvesting
• Social Security Planning

Personal:

• Lives in Carlisle, PA Married (Naomi)
• Dogs (Rearden & Dagny)
• Former highway engineer and project manager
• Hobbies: Hiking, Snowboarding, Golf, Crossfit
• Supported Charities: Four Diamonds, Pancreatic Cancer Action Network