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 - 2021. *

*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

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^TM 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 daughter, Sophia and 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.