I came to financial planning through an unexpected route. I started college determined to become a family physician, motivated by the idea of helping people with their health. One semester of science classes made it clear that path wasn't for me, so I shifted my focus to finance. If I couldn't help people with their health, I could help them with something equally important: their financial security.
What drives me in this work is the realization that most people have never received even a basic education about money management or investing. Each client I work with has a unique situation, shaped by their own experiences with markets and their beliefs about risk and reward. Understanding those perspectives is critical to providing guidance that actually fits their reality rather than a textbook approach. I find the most satisfaction in helping people navigate their challenges, celebrate their successes, and make informed choices about their financial future.
I grew up in Williamsport, Pennsylvania, where I wrestled through middle school and high school. I started training in Mixed Martial Arts at 10 and eventually taught it at Robert Morris University. At RMU, I joined the fraternity Phi Mu Delta and held several leadership positions, including chapter president. Those experiences taught me how to work with different groups toward common goals and developed the planning skills I use every day. I now serve as chapter advisor for the Lock Haven University chapter.
I currently live in Linden, just outside Williamsport, with my wife Laura and our husky Luna. In my free time, I enjoy stand-up comedy, following Formula 1 racing (Williams Racing is my team), and spending time with friends and family. My mother and I share a saying when it comes to setting goals: "Shoot for the Moon. Even if you miss, you're bound to land among the stars."
Credentials:
Bachelor of Science in Business Administration, Concentration in Finance and Financial Planning (2021) | Series 7, Series 66 | Series 24 | Life and Health Insurance | CERTIFIED FINANCIAL PLANNER™ (CFP®)