I am Investment Advisor Representative with LPL Financial. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Personal Financial Specialist (PFS), and a Certified Public Accountant (CPA) professional with more than 26 years of experience in the financial services industry and more than 33 years of experience in the tax and accounting industry. I specialize in retirement planning and natural gas royalties, largely working with current and former Procter & Gamble and other union employees in northeast Pennsylvania.
I first entered the tax and accounting industry in 1990, working as a CPA for seven years with Parente, Randolph, Orlando, & Carey, the largest regional accounting firm in Pennsylvania. In 1997, I entered the financial services industry with Prudential Securities, where I worked for a number of years until I transitioned into independence and founded my own firm, Straightforward Wealth Management LLC in 2002.
I offer comprehensive financial and retirement planning services, while incorporating tax strategies. I also offer natural gas tax planning and retirement tax planning through my separate CPA firm. With all of my clients, I incorporate a consulting approach from the accounting profession along with a CPA's obligation to be straightforward and honest in all professional endeavors.
I love helping and educating my clients so that they feel comfortable in their financial plan. I am so lucky to have found a career that I love doing and to have met so many nice clients. I am very devoted to my clientele and always looking for investing and tax planning ways to help them.
Outside of the office, my wife, Donalynn and I, enjoy watching our daughters, Jackie and Gabby, play high school sports and taking family vacations to the beach. My other hobby is golfing with my oldest daughter Jackie. My daughters and I enjoy skiing in the winter months. We are so proud of our girls. Teachers tell us we have some of the kindest young women as seen by their interactions with their classmates. Our youngest, Gabby even won the kindest student award.
I also like to get out of the office on weekends and enjoy the fresh air, working with my hands and meeting people at our family farm. You may see me assisting at The Barn at Glistening Pond which my family converted into a wedding venue.
I was previously a board member of the Pennsylvania National Association of Royalty Owners (NARO PA), an organization that represents oil and gas royalty owners. I was also a member of the Wyoming County Landowners Core Team through my tax practice where I performed all the tax research for the group.