At the beginning of my career, I never envisioned the level of enjoyment I would gain from working with clients and helping achieve their financial goals. My business is primarily centered around small & mid-size businesses, executives, and families, which better allows me to see the direct results of my work. Through the years, I have built great relationships with my clients.  It is a privilege to work with wonderful people and experience success together.

My business takes on a planning-first approach. This approach has helped my clients prepare for the happening of significant life events, such as retirement, establishment or sales of businesses, divorce, or loss of a spouse. While the most common focus is on retirement income planning, through the resources of UBS, I am able to offer a vast number of financial services.

 Originally from the Lehigh Valley area in Pennsylvania, I graduated in 2000 with a Bachelor of Arts in Government and Politics from the University of MD, College Park. I am FINRA-registered and hold Series 7 and Series 66 securities licenses. Additionally, I hold licenses for life, accident, and health insurance, as well as variable annuities.

Away from the office, I am active in the Leadership York Program, York County Economic Alliance, the Country Club of York, and am an Affiliate Member of the Brewers of Pennsylvania. My wife, Kelly, and I live in Stewartstown, PA with our three children - Braelin, Camden, and Carter, and our two dogs Maya and Navy.

• UBS Wealth Advisor

• B.A. - University of Maryland, College Park, 2000

• Series 66
• Life, Health and Accident Insurance and Variable Annuities
• Series 7

• Leadership York Program
• York County Economic Alliance
• Brewers of Pennslvania - Affiliate Member

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