I am blessed to be able to live and work in my hometown of Williamsport, PA. I am able to see and speak with people in the community in which I know so well. Working with Dave and Maggie Roche, Zach Prowant, Jack Heffner, Kristie Boyer, and Clara Hemling here at Roche Financial has and will continue to be a very rewarding experience. All things being equal, people do business with and refer business to people they know, like and trust. These are things we pride ourselves on within the Williamsport Community.We work with many area businesses to establish an effective and cost efficient employee benefits package. Our areas of expertise range from Retirement Planning, Group Health, Group Life Insurance, Dental, Vision, Long/Short Term Disability, Medicare Supplement and Advantage Plans, to Voluntary Benefits. We work to create a lasting relationship with each of our area businesses and offer constant service and guidance.I am also privileged to work with many individuals throughout Lycoming and the surrounding counties. I specialize in the analysis of their household financial plans and identification of its strengths and weaknesses. We then aim to address these weaknesses to create a better financial future. The tools we use include but aren't limited to retirement savings, college planning, life insurance, mutual funds, annuities, managed accounts, REITs, stock, bonds, and fixed accounts. We couple these tools with your everyday life needs of Income, Liquidity, Growth, and Protection. In my spare time, I enjoy spending time with my beautiful wife, Carnie, our two sons- Rhett and Hagen, our daughter - Tess, my family and friends. I enjoy being outdoors and active as much as possible. I am an avid sports fan. I love to play golf, basketball, baseball, football, and snowboard as much as I can.Securities and advisory services offered through Cetera Advisors, LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity
Listed skills include Retirement Planning, Fixed Annuities, Investments, Mutual Funds, and 23 others.
