By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and institutional investors since 1998. I have been recognized as a Platinum Council recipient from 2012 - 2023. *

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more for the following: completion of educational components, business production from the previous year, and professionalism. Additional considerations may have included best practices and team structure.

Before joining Wells Fargo Advisors in 2009, I was a Financial Advisor for Wachovia Securities (a predecessor firm of Wells Fargo Advisors), my employer of 9 years. I hold a Bachelor’s degree in Business Administration from Grace College and worked for several years as a Bank Manager before making a career change to financial services.

My mission is to provide every client with targeted, comprehensive financial advice and portfolio strategies - delivered with the highest level of personal service and professional integrity. This commitment carries over to my involvement with our local community. I am active with Faith Chapel of Carlisle, having served on the Elder Board, Outreach Ministries, and teaching.

Away from the office, I enjoy golfing, hunting, fishing, and spending time with my family. My wife, Tammy, and I live in Carlisle, PA. We have 3 grown children.

As a Financial Advisor, I endeavor to provide sound financial advice and value-added service to investors --- always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies designed for building wealth and pursuing their goals.
 
I worked for 5 years with Members 1st Federal Credit Union, before joining Wells Fargo Advisors. My experience also includes positions with Northwestern Mutual and Bon-Ton Stores, Inc. I hold a Bachelor's degree in Actuarial Science from Bob Jones University. I have also earned the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor (CRPC®) certification and the Chartered Mutual Fund Counselor (CMFC®) certification by meeting rigorous professional standards and passing comprehensive examinations from the CFP® Board and the College for Financial Planning.
 
Active in the local community, I participate in many community events through Faith Chapel of Carlisle. My wife, Kristel, and I live in Carlisle, PA with our children, Mark, Isaiah, and Hannah.

I strive to understand what’s important to my clients, in order to help them make sound financial decisions, plan for the future, and achieve their life goals. As a Financial Advisor, my process centers on listening to people and understanding their current situation, past financial experiences and their goals and objectives for the future.

I have worked in the finance field for 15 years prior to joining Wells Fargo, with experience in Management Consulting, Business Turnaround and Corporate Restructuring, and Financial Staffing and Recruiting. I hold a Bachelor’s Degree in Economics from West Virginia University and also hold the SIE, Series 7, and 66 registrations, Life, Accident and Health Insurance licenses.

When I’m not helping clients, I enjoy spending time with my family, travel, sports, and many outdoor activities, including golfing, running, hiking, snowboarding, and fishing. My wife, Susanne and I reside in Northern Maryland with our two daughters, Sophia and Eleanor, and our English bulldog, Sadie.

With more than 25 years of financial services experience, I strive to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. I handle the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.

Away from the office, I can be found outdoors in the garden or on a trail running or hiking. To relax, I enjoy reading or spending time with my two boys.

I moved to the Carlisle area in the year 2000 from Pittsburgh, PA with my husband and two children.  I have worked with Mark as his assistant since 2005 as a Marketing Associate.  My main priority is to provide our clients with excellent service, by scheduling their Financial Reviews and process their requests in a timely proficient manner. I am thankful for the opportunity to serve all our clients.  As for my other activities outside of Wells Fargo Advisors, I am involved with my local church and blessed to serve as a Sunday School Teacher, and a Nursery Staff worker.