I partner with high-net-worth individuals & families to align their financial decisions with their values through a lens of stewardship and intentionality. As a financial advisor with Thrivent, a Fortune 500 fraternal benefit organization, I provide a unique approach that goes beyond traditional wealth management.

While many advisors focus solely on accumulation, I specialize in holistic strategies that integrate your values with high-impact results. My expertise includes:

Values-Based Retirement Planning: Designing income strategies that support your lifestyle and your legacy.
Values-Based Investment Management: Designing portfolios that enhance your daily life without compromising your beliefs.
Strategic Generosity: Leveraging Thrivent's fraternal programs to maximize your community impact.
Tax Efficiency: Utilizing specialized vehicles to optimize your tax position while supporting the causes you care about.
Estate & Legacy Stewardship: Ensuring your assets are protected and transitioned according to your personal mission.

I am committed to a Fiduciary Standard of Care for my advisory clients, ensuring that your best interests are always at the center of every recommendation.

I am a native of Lancaster County. My wife Rachael & I currently reside in Landisville with our two daughters. We enjoy physical fitness & traveling as a family. I am an avid sports fan who most closely follows Penn State football, Chelsea Football Club, and all Philadelphia pro sports teams. We are active members of Wrightsville Assembly of God.