I grew up in rural Pennsylvania in a family of six where I was the only boy and three sisters.
Some of my greatest memories were our vacation/fishing trips to a cottage on Lake Nipissing in
Ontario Canada. The trips were a thrill a minute with 6 people jammed into a Chrysler Imperial
with no air conditioning in early August. The journey was always worth the challenging ride
when we finally pulled up to the lake and the fun began.
My dad and uncle owned a trucking/construction company and I learned the value of hard work
and long hours at a very early age. I worked in the family business for several years during and
after high school while in pursuit of a Business and Finance Degree at Clarion University. With
few job opportunities in our rural area, we moved to Washington D.C. for a couple years before
relocating to Cape Coral, FL where I excelled in the real estate industry. After 11 years in sunny
Florida and upon learning that my wife was pregnant with our first child, we moved back to a
small community just north of Pittsburgh, Pennsylvania to be closer to family.
I then founded an independent insurance brokerage firm that marketed health and life
insurance, employee benefits and annuities and I grew and expanded that business into 35
states. From there, I founded a second independent brokerage firm where I am today, and we
specialize in annuities, life insurance and alternative investments.
As a financial professional, I understand that navigating the retirement planning process can be
complex and overwhelming and my role is to provide guidance and assistance to help our
clients make informed decisions about their retirement and estate planning needs.
We encourage our clients to ask question and actively participate throughout the entire planning
process. We develop strategies to help minimize risk such as maintaining a diversified portfolio
and we create a comprehensive income plan that outlines how to generate the most income
possible.
I’m in corporation with Unkefer & Associates, LLC and AmerilLife Group, LLC, one of the largest
independent advisory firms in the U.S., and through this collaboration, I have the ability to offer
my clients the most cutting-edge retirement and estate planning solutions available today.
When I’m not helping others reach their financial goals, I enjoy spending time with my family,
golfing and fishing.
