7th Floor
Camp Hill, PA 17011
toll free: 800-237-1700
fax: 717-730-1894
Financial Advisor
- 2001 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Harrisburg, PA - 1986 - 2001: Legg Mason
Senior Vice President - Wealth Management
Camp Hill, PA - 1983 - 1986: W.H. Newbold's
Account Executive
Harrisburg, PA - BA - Dickinson College
Carlisle, PA - Graduate Studies - Penn State
Harrisburg, PA - Susquehanna Township School District
Board Member
Harrisburg, PA
- 2001 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Harrisburg, PA - 1994 - 2001: Legg Mason
First Vice President of Investments
Camp Hill, PA - B.S. - Business, 1994
Penn State
Pennsylvania
Financial Advisor
- 2002 - present: Morgan Stanley Smith Barney*
Financial Planning Specialist
Financial Advisor
Harrisburg, PA - BS - Albright College
Reading, PA - Experienced in the Design, Setup and Servicing of Corporate Retirement Plans / 401 (k) Services and Portfolio Management
- Rotary Club
Member - The Four Diamond Fund
Volunteer - Central Pennsylvania Food Bank
Volunteer
Financial Advisor
- 2007 - present: Morgan Stanley Smith Barney*
Financial Planning Associate
Financial Advisor - BA - Political Science and History, 2007
Pennsylvania State University, University Park - Dauphin County Historical Society
volunteer - Penn State University Alumni Association - Harrisburg Chapter
Vice President - Latshmere Swim Club and Civic Association
Board Member - Acacia Fraternity - Penn State Chapter
Alumni Board Member
Financial Advisor
- 2007 - present: Morgan Stanley Smith Barney*
Financial Planning Associate
Financial Advisor - BA - Political Science and Economics
Pennsylvania State University, University Park - Harrisburg AHEPA
Board Member - Greek Orthodox Young Adult League
