I help people in and nearing retirement prepare confidently and keep more of what they’ve built through smart tax and retirement planning. That means looking beyond just “what should I invest in?” and focusing on how, when, and where money is withdrawn, positioned, and even passed to the next generation. 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.
My firm also specializes in exit planning, helping those at the “harvest” stage of life — selling a business, handling a large capital gain, selling real estate, or similar — with unique tax planning tools.
I am a CERTIFIED FINANCIAL PLANNER® practitioner and have a diverse background in the capital markets and entrepreneurship, having founded two small businesses and served as editor 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 two kids, a dog, cat, and lots of youth sports.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.