Helping you reach your financial goals is my number one objective. Working
together, I'll help you make sound financial decisions consistent with your
comfort level, investment time-line and goals. We can start small and grow, or
evaluate and build upon any existing financial plans. The end result will be a
strategy designed to help you build, protect, use and transfer assets in the
most advantageous way. Periodically we'll review your situation and make
adjustments as needed. It just makes sense - as your life changes, so do your
financial needs, and I'll be here for you at every stage of your life.
As a trusted partner of USX FCU, I have a strong
history of working with credit union members, their family and their friends. I
have access to a wide variety of investment and insurance products.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member
FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation
consultation.
My education . . .
- Bachelor of Science Degree major in Accounting from Westminster College
and a minor in Economics
Career Highlights . . .
- Six time million dollar round table qualifier
- Six time Nationwide financial leaders conference qualifier
- Over 10 years of experience in the financial services industry
Personal . . .
- I reside in Butler, PA with my wife Lisa, and my three children Nathan, Abigail and Lyla.
- Outside of work I enjoy spending time with my family, camping, fishing, hunting and golf
- I am a member of St. Wendelin's Church and active volunteer with East Butler baseball
