I joined the financial industry in 2011 with a Fortune 500 Insurance company. I’m a CERTIFIED FINANCIAL PLANNER™, and it brings me huge amounts of joy to see people I’ve worked with for years living out the benefits of their hard work and planning.

I’m a lifelong resident of central Pennsylvania. I grew up in a small town called Lititz, and graduated from Penn State University in 2010. After graduating, I moved to Harrisburg, where I lived in midtown for 5 years until I met my wife and business partner, Lindsey. Since 2017, we’ve been working together in life, and in business. Some of our first dates involved looking at financial spreadsheets. (I know, it’s a love story made for the Hallmark Channel.)

When I’m not doing financial things, you’ll probably find me distance running on backroad or the Appalachian Trail. I’ve run 4 marathons, a 50k (31 miles), and countless half marathons, 10ks, and 5ks. I’m a big fan of the city of Philadelphia and Philly sports, especially the Eagles. I’m also a twin (fraternal brothers, no twin mind reading powers), tall (6’7”, insert hand gestures here), and my last name really is Whiskeyman.