I am originally from the Pittsburgh area and came to Morgantown to attend West Virginia University. Following my master’s degree, I entered the financial services industry. My wife Lisa and I will be celebrating 33 years of marriage this year and have 3 grown children.
Helping people plan for and succeed in retirement is incredibly exciting and fulfilling. We have helped hundreds of individuals and couples retire over the past 34 years, and I continue to be enthusiastic everyday about supporting people through retirement.
Allen Poe and I started Orion Financial in 2001 during a 3-year downturn in the stock market. We had worked at a large New York firm and wanted to be able to offer our clients better investment opportunities and portfolio management that emphasized downside risk strategies.
When away from the firm I like to run and bike ride with my wife Lisa. I was also lucky enough to have Allen as a patient teacher as he got me into fly fishing.