Since discovering virtual trading at the age of 12 I knew my life would be drawn to the world of finance. In college I was fortunate enough to study economics internationally, at Cologne University in Germany and Lingnan University in Hong Kong. During this time I fostered a passion for understanding the global economy and its financial innerworkings. I began to understand the unfortunate complexities put in place by Wall Street and the difficulties they impose on the everyday investor. Over time my passion transformed into a desire to reduce this complexity for others and help them begin, or better, their own investment experience. Eventually I gained the clarity to offer my services professionally, under a new model. The FEE-ONLY financial movement is one of the greatest things to happen in the world of personal finance and I am proud to lead this revolution in Northwest Pennsylvania. I promise to always offer my honest opinion, free of personal interest, and in doing so, I hope you associate my business with honesty, integrity, and transparency.
Outside of work I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time golfing and traveling with friends whom I met on my two semesters studying abroad. I am also a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.
President & Founder
FINRA Series 65 (Uniform Investment Advisor Law Exam)
Best Memory: Thru-hiking the Pacific Crest Trail with my brother, Scott
Favorite Book on Building Wealth: The Science of Getting Rich by Wallace Wattles
Favorite Golf Course I've Played: Carnoustie Golf Links, Scotland
Favorite Sports Teams: Cleveland Indians, Green Bay Packers
Favorite Non-US City: Hong Kong