As a financial planner, I help my clients gain clarity on their financial picture, identify how their finances can connect with their values, and then walk with them through the various twists and turns that life inevitably brings our way. I’ve been fortunate to serve as a trusted advisor to hundreds of individuals and families, and that opportunity and responsibility to have a positive impact on client’s financial lives is what drives me.
I am incredibly fortunate to have had the opportunity to be mentored by advisors with both a deep understanding of the technical aspects of being an advisor, as well as the skills needed to connect and communicate effectively with those I am advising. This experience allows me to bring a depth of knowledge to my role as an advisor and benefits my clients in real and tangible ways.
My career began with an advisory firm in the Lancaster, PA area where I served for ten years, gaining valuable experience in financial planning, tax planning and portfolio management. The following three years I served as an advisor with another local firm, providing advice to over 250 households in the Lancaster area. In 2021, I co-founded Verity Wealth Advisors to further my mission of bringing high-quality services and advice to the clients that trust me as their advisor.
I live in the Lancaster, PA area where I met my wife, Ali, in 2010 and together we have three children, Benson, Hattie and Audrey. Family is incredibly important to me and it’s where I spend the majority of my time outside of work. I also love working with my hands so if I’m not advising clients or teaching my kids how to ride their bikes, you may very well find me working on our house. I also love the outdoors and spend a lot of time gardening, likely due to the fact my father was a farmer. My wife and I are members of Ephrata Community Church where we attend with our family.