Specialties
About Me
Being the husband of a PA-C and the brother of a physician, I noticed something seriously off in the financial planning industry.
Advanced Practice Providers were getting the short end of the stick while physicians were getting the red carpet treatment. This fueled my mission to create a solution that filled the gap left by old-school finance, making sure that APPs get the respect and guidance they truly deserve. My Purpose I'm on a mission to reshape the financial planning landscape for APPs. By empowering APPs through education and personalized advice, I’ll work to ensure you’ll have the resources needed to take control of your finances and retire on your own terms. Background and Recognition As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bring a wealth of expertise to help APPs navigate the complex world of finance. I'm proud to have been featured in prestigious publications such as CNBC, MarketWatch, Investor’s Business Daily, and others, where I've shared my insights and strategies for budgeting, negotiating employment contracts, and more. I also hold a Bachelor’s Degree in Financial Economics from Juniata College in Huntingdon, Pennsylvania. When I’m Not Working You'll find me enjoying the breathtaking landscapes of Montana. Whether it's skiing down the slopes, hiking through scenic trails, or peacefully floating down the Bitterroot River on a Saturday, I believe in embracing the beauty of nature. You might even see me at a Penn State football game in the fall while visiting my family in Pennsylvania. We are!
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Interests & Hobbies
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Credentials
CFP , ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Advisory services offered through Advanced Practice Planning, LLC, an investment adviser registered with the states of Montana and Pennsylvania. Advisory services are only offered to clients or prospective clients where Advanced Practice Planning, LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.