Exit Planning Institute - Find a CEPA

I’ve been a Financial Advisor since 2010 and I’ve earned some of the highest designations in my field, to include earning my Master’s degree in Personal Financial Planning. I work very hard to make financial planning easy to understand and implement, even when we’re using advanced concepts and products.

Now I’m looking for people I enjoy working with.

I served two tours in the Marines, first in the Infantry and then in Intelligence. If I had it all to do over again, I would’ve never left the Infantry.

One of my biggest heroes will forever be my grandfather who served in the Army in WWII and then worked 35 years for Bethlehem Steel in western Pennsylvania.

I love my job, but I also love God, my family, hockey, football, guns, good steak and good whiskey.

If you think we’d get along, get in touch and we’ll get to work building your wealth!

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Now I’m looking for people I enjoy working with.

I served two tours in the Marines, first in the Infantry and then in Intelligence. If I had it all to do over again, I would’ve never left the Infantry.

One of my biggest heroes will forever be my grandfather who served in the Army in WWII and then worked 35 years for Bethlehem Steel in western Pennsylvania.

I love my job, but I also love God, my family, hockey, football, guns, good steak and good whiskey.

If you think we’d get along, get in touch and we’ll get to work building your wealth!

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