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Specialties
As a Financial Advisor at PSI Capital Management, I help both institutions and individuals with their planning and investment needs.
I joined PSI in 2023, after working as a Financial Advisor and Chief Compliance Officer at a local financial advisory and insurance-based firm in the Harrisburg area. There, I oversaw the compliance of all investment advisory operations and activities. I also helped individuals and families with their investment management and retirement planning needs. I hold a Series 65 securities license, and I completed my Master of Business Administration (MBA) concentrated in finance, along with a Bachelor's degree in Finance from Pennsylvania Western University. I am both a CERTIFIED FINANCIAL PLANNER® Professional and a Retirement Income Certified Professional®. In addition to my financial services career, I serve in the Army National Guard.
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Always free for clients.
MBA, CFP, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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