I help people in and nearing retirement make smart financial decisions so they can keep more of what they’ve built. That means looking beyond just “what should I invest in?” and focusing on how, when, and where money is withdrawn, positioned, and passed on. Our work covers all facets of a client’s financial life–investment management, tax planning, estate planning, charitable gifting or legacy strategies, and more–all in pursuit of making the most of your resources.

I have a diverse background in the capital markets and entrepreneurship, having founded two Lancaster-based small businesses and cutting my teeth in the investment world as Editor-in-Chief of a biotech investment research service. I graduated from Eastern Mennonite University in 2009 with a B.A. in English and Literature. My family and I live in Lancaster County, where life is full with my wife Carrie, two kids, a dog, cat, and lots of youth sports.

My goal is straightforward: help you feel confident using your resources, not just accumulating them, while avoiding unnecessary taxes.