I was born and raised in southern Pennsylvania, near Gettysburg, and graduated from Penn State University with a Bachelor of Science degree in Accounting.  After graduation I moved to the Baltimore area and began working for large, public companies with increasing responsibility from Cost Accountant to Senior Accountant to Finance Manager and Financial Analyst, and eventually Demand Planner.  These industries included Sprits Manufacturing, Nuclear Power, and Specialty Chemicals.  While working in these fields full-time, I increased my experience and education in investing while refining my own strategies.  

In 2012, when my fiancé moved to Maryland with her children, we relocated to Kent Island.  With the kids grown and leaving us as empty nesters, you can find us cruising on our boat, traveling in our RV, kayaking, biking, paddle boarding, attending live music events, and spending time with friends and family when we are not working.  I also enjoy fishing and golfing.  

Professional

I started Islands East Advisors (IEA) in 2023 when more and more friends and family members began asking me for financial advice.  I took the first step in managing the investments for a retired family member in order to ensure this person would not outlive their money, which their tax preparer assured them they would do.  Other friends and family members have asked for similar guidance and/or direct investment management so I realized there is an underserved market with respect to financial planning and investment management.  IEA began as a tool to help friends, family and acquaintances realize their financial goals.  It will help young family members enjoy financial success and possibly early retirement; middle career members clearly define their financial goals; and retired members ensure they have the income needed to maintain their standard of living.  IEA is now growing into more than family and friends, helping others in their financial quests as well.