As President and Co-Founder of Crosswalk Investment Advisory, Inc., it is both my passion and privilege to help clients plan for and achieve financial independence.
The son of a Pennsylvania State Trooper. A magna cum laude graduate of Villanova University with a B.S. in Accountancy. A Marine Infantry Officer — Major, USMC — Semper Fidelis isn't a slogan; it's a standard I've carried into every client relationship. Those roots — God, Family, Country — shape everything about how I serve.
I built Crosswalk around a simple conviction: your advisor should be working for you — not for a commission, not for a product quota, not for anyone else. In 1999, that meant deliberately choosing the RIA structure and the fiduciary standard before most people knew what either meant. Twenty-seven years later, I'm more energized by this work than ever. Every recommendation we make has to be the right one for you. Period.
I've guided clients through every stage of life — marriage, divorce, raising children, financing education, loss of a spouse, preparing for retirement, and planning for future generations. For too many, I have stood with families at their final goodbyes and then helped the next generation carry a legacy forward. That is the weight and the honor of this work.
This journey has been deeply personal as well. I raised five children as a single parent, putting them through private Christian schools and college. Today I am happily remarried, blessed with an extended family of 22 children and children-in-law and 42 grandchildren. Having lived the very milestones I help clients navigate, I bring not only technical expertise but also the empathy and conviction that financial planning is about more than numbers — it is about building and stewarding a legacy.
The perspective that comes from guiding clients through multiple market cycles, recessions, recoveries, and every stage of family financial life is something no credential can replicate. I've also built something rare — a small, tight-knit team that has worked together for nearly three decades, and we are actively cultivating the next generation of advisors who share our values and our commitment to the families we serve.
Education & Professional Background
B.S. in Accountancy (Magna Cum Laude), Villanova University
United States Marine Corps Infantry Officer, attaining the rank of Major
Began in the financial services industry in 1987 as a Registered Representative
Previously held FINRA licenses: Series 7 (General Securities Representative Exam) and Series 63 (Uniform Securities Agent State Law Exam – PA)
Currently licensed under Series 65 (Uniform Investment Advisor Law Exam)
Community Involvement
Board Member & Treasurer, Lancaster Downtown Business Association
Board Member & Treasurer, Demuth Foundation of Lancaster
Board Member, Dayspring Christian Academy of Lancaster
Board Member, Lancaster Arbor Place
Corporate Member & Development Committee Member, Lancaster Bible College
Affiliations
Majority Shareholder & Managing Member, Crosswalk Wealth Management Group, LLC, a firm providing business consulting and income tax preparation services