How I can help you:

In my role as a Wealth Advisor, I focus on serving our clients by guiding them toward their desired foundational, retirement or investment goals by utilizing a dedicated and disciplined approach.

What makes me knowledgeable:

I joined Capital Planning Wealth Management in 2013. I am a CERTIFIED FINANCIAL PLANNERTM (CFP^®), and hold­­ the Retirement Income Certified Professional (RICP^®) designation, the FINRA General Securities Representative Registration with LPL Financial and the Investment Advisor Representative Registration through Private Advisor Group. Prior to joining the Capital Planning Team, I spent several years in the healthcare field, which developed my passion for Medicare Planning. I received my bachelor’s degree from Lancaster Bible College with a focus in both ministry and biblical studies.

Getting to know me:

I am blessed with a wonderful family. My wife, Susanna, and our three sons, Jack, Weston, and Bennett, live in Center Valley. Outside the office, I enjoy golfing, listening to financial and personal growth podcasts, spending time with friends, being silly with my boys and creating new adventures with my family.