I started my career as a financial advisor working for a large brokerage firm. I realized they were only interested in how to make more money for the firm rather than for clients. I decided that had to change. In 2012, I started my own wealth management practice, now Carlisle Financial Group, with the idea of putting clients first.
Although I am a trusted financial advisor in Carlisle, PA, I also work with clients all over the country. I am passionate about helping people plan for retirement, save money on taxes and make smart financial decisions.
Prior to my civilian career, I spent four years as an Airman in United States Air Force. The Air Force’s core values of Integrity First, Service Before Self and Excellence in All We Do, continues to be the driving principles of my business.
I am a proud graduate from the University of Maryland with a degree in Business Administration and from Walsh College with a Masters in Finance (MSF).
I hold the following financial industry professional designations:
I also proudly serve or have served on committees for the following organizations:
When I am not perfecting financial plans, I enjoy traveling with my wife, son and our two dogs. You might also find me hiking the Appalachian Trail, listening to live music, or yelling at my golf clubs.
Client Services Coordinator
Meet Jenna Fish, our Client Service Coordinator at Carlisle Financial Group. She is dedicated to making your experiences with CFG as pleasant and productive as possible and is responsible for assisting with client visits, records, and communications. She is currently completing her BA in marketing, with plans to pursue her master's degree. Outside the office, Jenna loves to travel and explore new places. When not jetting off on exciting adventures, she finds solace in spending quality time with her cherished family, friends, and beloved dog, making memories that last a lifetime.
Erin is our marketing multi-tasker. Her primary responsibilities include overseeing social media, website management, content creation, and general marketing duties. She has a background in event operations and planning. Erin also enjoys traveling, cooking, gardening, and spending time with her family.
Financial planning is about creating a roadmap for your future. It is about more than money, it is about time, relationships, and living life to the fullest. At Carlisle Financial Group we are focused on helping you create a meaningful and purposeful plan. Everything we do is centered around you and creating the life you want and that's what sets us apart.