Since joining Keystone Financial Management in 2021, I’ve been grateful for the opportunity to help individuals and families work toward their financial goals. My interest in financial planning goes all the way back to my first meeting with the student-run Investment Club at Moravian College. That experience sparked a passion that’s guided my career ever since.

With over a decade in the industry, I’ve learned just how overwhelming financial decisions can feel. My goal each day is simple: to help people understand their financial situation and build strategies that make their daily lives a little easier, so they can focus on what matters most to them.

At Keystone, I work closely with Eric Nikles — and sometimes independently — to create thoughtful, comprehensive financial plans tailored to each client’s unique needs.

I’m a proud graduate of Bethlehem Catholic High School and Moravian College, where I earned my Bachelor’s Degree in Accounting and later my MBA in Business Analytics. In March 2023, I passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam, an important step for me in delivering the highest level of guidance to my clients.

Outside of work, I try to stay connected to the Lehigh Valley community. I currently serve as Treasurer for Touchstone Theatre and Secretary for the St. Anne’s Educational Endowment Fund — roles that allow me to give back to a community that’s given me so much.

When I’m not working with clients or volunteering, you’ll usually find me with my wife, Erin, our kids, Carter and Grace, and our energetic Aussie, Rocky. Whether we’re cheering on the Phillies, catching a local concert, or simply enjoying time together, I try to make the most of every moment.

I’m grateful for the relationships I’ve built and the trust clients place in me, and I’m committed to continuing to support them on their financial journeys in a personal, straightforward, and meaningful way.