As the President and co-founder of Crosswalk Investment Advisory, Inc. a Registered Investment Advisor since 1999, it is my passion and privilege to assist my clients in planning and accomplishing their goals of financial independence. The son of a PA State Trooper, a trained accountant from Villanova University, and an Officer in the Unites States Marines, I employ those unique experiences, values, perspectives, and skills to advocate for each of my clients in the accomplishment of their goals which I take on as my personal and professional mission. With an upbringing firmly rooted in the ethos of God, Family and Country, the Marine Corps solidified it with “esprit de corps” and Semper Fidelis (Always Faithful). As an Investment Advisor for over 30 years, I have walked with my clients through most of the stages of their lives, helping them to make the many financial decisions required at the various stages and the planning and achieving of financial independence in their retirement years, and for too many, saying final goodbyes and then helping their families continue their legacy. All the while I have raised my own family of five children, putting them through private Christian School and college. I’m now enjoying the fruit of those efforts as I am blessed with an additional 2 wonderful sons-in-law, 3 “too good to be true” daughters-in-law and 13 grandchildren. With 30 years under my belt, I’m looking forward to the next 20 years to hone my skills for the service and betterment of my clients.
- Graduated from Villanova University with a B.S. in Accountancy (Magna Cum Laude).
- Served as an Infantry Officer in USMC, attaining the rank of Major.
- Began in the financial service industry in 1987 as a “registered representative”.
- Passed exams and obtained licensure through Financial Industry Regulatory Authority (FINRA) for Series 7 - General Securities Representative Exam, Series 63 - Uniform Securities Agent State Law Exam – PA and Series 65 – Uniform Investment Advisor Law Exam.
- Served on numerous non-profit boards including:
- Lancaster Downtown Business Association as Board Member and Treasurer;
- Demuth Foundation of Lancaster as Board Member and Treasurer;
- Dayspring Christian Academy of Lancaster as Board Member;
- Lancaster Arbor Place as Board Member; and
- Lancaster Bible College as a Corporate Member and a Member of their Development Committee.
- Majority shareholder and Managing Member of Crosswalk Wealth Management Group, LLC, a firm providing business consulting and income tax preparation services.