About Me

I am a Certified Financial Planner™ practitioner and a member of the Financial Planning Association (FPA).  I am a State College, PA native and a graduate of Penn State University in Economics.  Before becoming a fee-only adviser, I worked for 8 years in financial services and insurance.  I sold mutual funds, annuities, life & health insurance, as well as property & casualty insurance.  My experience during this time is what led me to become a fee-only adviser.  I believe that doing business as a fee-only adviser allows me to provide the most objective recommendations, minimize conflicts of interest, and provide the most comprehensive service to my clients.

In my spare time I enjoy cycling, both road and mountain biking.  My wife and I enjoy hiking and traveling to visit state and national parks.



Little Pine State Park



Fort Roberdeau

Bald Eagle State Park

Allegheny Front Trail near Black Moshannon