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:
- CERTIFIED FINANCIAL PLANNER TM
- Accredited Investment Fiduciary (AIF®)
- Chartered Federal Employee Benefits Consultant (ChFEBCSM)
I also proudly serve or have served on committees for the following organizations:
- Rotary International
- American Legion/Boys State
- Borough of Carlisle- Pension Advisory Commission
- Destination Carlisle
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.