After serving 17 years active duty in the Air Force, I joined the AF Reserves in 1998 and started a career in Financial Planning and Wealth Management at Merrill Lynch until I was called back to duty after 9/11. After 2 years serving in Afghanistan and Iraq, I moved to PNC Investments and quickly became a Regional Manager and then a Team Director at PNC Wealth Management
In 2016 I went independent and joined Stratos Wealth Partners and LPL Financial.
I am the Resident Manager for Stratos in western PA, manage clients of my own and am the Program Manager for NexTier Wealth Management.
In these capacities I get to interact with clients daily, offer financial planning advice and manage their investment accounts. I find it incredibly rewarding when we set financial goals and work together to achieve them!
In my other capacities, I am privileged to help Advisors considering Independence through the process of finding the right fit, transitioning their books, settling them in and helping them grow! Working with the Stratos team and resources, I’ve been able to help change advisors lives in the quality of life they may have been lacking, the freedom to build a business of their own and the financial independence they’ve sought.
I hold the Series 7 held through LPL Financial and Series 65 held through Stratos Wealth Partners and am a CERTIFIED FINANCIAL PLANNER™ professional. I have served on many local non-profit Boards and am very active in the non-profit community. My son, Jeremiah, is in the Air Force in Alaska and my daughter, Emily, is beginning her career at a large national financial services firm in Pittsburgh.