I am a seasoned Senior Financial Advisor and First Vice President-Investment Officer at Wells Fargo Advisors, a role I've excelled in since 2014. With a wealth of experience, I have navigated a prestigious career that spans several esteemed financial institutions.

I have been a financial advisor since 2008, building my expertise at Fulton Financial Advisors, where I was a Vice President and Financial Advisor. My financial acumen was further honed at National Penn Investment Services, where I held the position of Senior Vice President, Director of Sales & Business Development, orchestrating and managing sales activities for the bank’s investment services division. My strategic vision was pivotal during my time at KNBT Financial Services as Senior Vice President and Program Manager, and as Director of Sales & Business Development for KNBT Wealth Management Group.

In 2001, I co-founded Oakwood Financial Corp., taking the helm in developing and managing a full-service broker/dealer and investment advisory firm. My leadership and strategic oversight were instrumental in Oakwood’s growth and success. I previously served as a consultant for Quick & Reilly/Fleet Securities in New York City, and as Vice President and Chief Financial Officer for Summit Financial Services Group, Inc., where I significantly contributed to the company’s revenue growth from $3.5 million to $54 million annually.

My academic credentials include a Bachelor of Science in Accounting from Pennsylvania State University and an MBA from DeSales University. I hold Series 7, 24, 63, 65 FINRA securities registrations and I am a licensed insurance agent in Pennsylvania. For over 26 years, I have been sharing my knowledge as an Adjunct Instructor at DeSales University.

Married with three grown children, I enjoy the outdoors, especially spending time at the beach with family. I am also an avid reader with a particular interest in history and biographies.

With over a decade of experience in the financial services industry, I am a trusted Senior Financial Advisor, specializing in providing comprehensive investment planning solutions for individuals, trusts, estates, and small businesses. Since 2012, I have helped clients navigate complex financial decisions with personalized strategies designed to meet their unique goals.

I earned my Master's degree from DeSales University and I hold Series 7, 63, 65 FINRA securities registrations as well as a licensed insurance agent of Pennsylvania. This further enhancing my expertise in delivering thoughtful, results-driven advice. My approach is rooted in a deep understanding of financial markets, risk management, and investment strategies, with a focus on long-term wealth growth and security.

Outside of work, I value spending time with my family, particularly at the beach with my wife and two daughters. This commitment to family shapes my holistic approach to advising, ensuring that every client receives tailored financial solutions that align with their personal values and aspirations.
Whether you're planning for retirement, managing your estate, or growing your business, I am dedicated to helping you achieve financial success with integrity, clarity, and professionalism.


Wells Fargo Advisors does not provide legal or tax advice.