I am a CERTIFIED FINANCIAL PLANNER™ professional, CPA, and CEPA committed to guiding clients through a comprehensive financial planning and investment management process that is proven to result in long lasting relationships and goal achievement. As a Partner and Wealth Management Advisor at Apollon Wealth - Central PA, we strive to live our core values: Fiduciary Responsibility, Transparency, Stewardship, Innovation. When we founded our division of Apollon Wealth Management in Central Pennsylvania, we were impressed by the firm's success at seeking out solutions for challenges of today and tomorrow. We are proud to partner with Apollon and bring best in class service to all of our clients. Prior to my wealth management career, I worked for 10 years in assurance services in the public accounting industry. I have experience providing audit and accounting services to many different organizations across several industry groups including manufacturing and distribution, gaming, hospitality, financial services, construction, and employee benefit plans. The organizational structure of these clients ranged from closely-held corporations and pass-through entities, to private-equity owned corporations, and Fortune 1000 publicly traded companies. Outside of work, I love spending time with my wife Jackie and our three children. I also enjoy playing golf, attending sporting events, and reading.I am also passionate about the success of our community having served as President of the Boys and Girls Club of Harrisburg and currently on the investment committee of the Harrisburg Chamber and CREDC.
Listed skills include Auditing, Cpa, Accounting, Financial Reporting, and 17 others.