Welcome!

I served as partner then CEO for start up firm Strategic Investment Partners (SIPCO) from November 2004 until November 2016. I was the senior market strategist and portfolio manager for the firm and provided asset management services for our clients.

In 2016 the firm merged with PVG Asset Management where I focused on serving high net worth clients and managing three equity portfolio strategies.

In 2023, I joined Redwood Financial Planning as a partner, serving high net worth clients and managing three equity portfolios.

I am proud to share that I was a Special Forces officer and retired in 2004 as a Lt. Col.  I hold a Bachelor of Science Degree in History from Millersville University and a Masters in International Relations from Troy State University. I completed the CERTIFIED FINANCIAL PLANNER exam and have a series 65 license.

In my spare time I enjoys raising Wagyu and Angus beef with my brother on a 225 acre ranch in Carlisle, PA.