I am a co-founder, owner and Managing Director of Johnson & White Wealth Management LLC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am responsible for advising investment clients for Johnson & White. My education includes a Bachelors of Science in Finance from Shippensburg University. For over 17 years I have been assisting clients achieve their financial goals, including 14 years with Wells Fargo and its predecessors. My career began out of college as an officer in the U.S. Army.
My analytical skills and keen interest in finance fuel my professional endeavors. I thoroughly enjoy the analysis we conduct in terms of due diligence and client planning. I receive tremendous satisfaction from helping clients work towards their financial goals with the peace of mind that comes from having an effective plan that is regularly monitored.
My wife, Nikki and I live with our son, Benjamin, in York, PA.
I am a co-founder, owner and Managing Director of Johnson & White Wealth Management, LLC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am responsible for advising investment clients for Johnson & White. My education includes a Masters of Science in Personal Financial Planning from the College for Financial Planning and a Bachelors of Science in Finance from Penn State. Prior to founding Johnson & White with my partner, Chris Johnson, I worked for over two decades for Wells Fargo and its predecessors. Before beginning my career in financial services, I served in the U.S. Army as a Cavalry Officer.
A veteran of over 25 years in the industry, I have extensive experience in addressing the many and varied needs of clients. I am passionate about providing practical, common sense solutions to the financial issues that confront our clients. Simplicity and clarity are critical principals for me; process and discipline fundamental behaviors.
My family includes my wife, Susan, three daughters, two sons-in-law, and three grandchildren. Home is our farm in Stewartstown, PA.
I joined the Team in May 2018, responsible for advising clients for Johnson and White. I received my BS in Business and Marketing from York College of Pennsylvania.
My twenty plus years in the business have equipped me to help clients navigate a wide-range of financial challenges and market conditions. My desire to help people and to give back are further reflected in my commitment to the community: I served on the York Suburban School District Board for eight years and am active in my church.
My wife, Kathy, and I have three sons and a daughter.
I started my career in financial services in 2006 and joined the team in 2010. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am responsible for advising investment clients for Johnson & White. My education includes a Masters of Science in Personal Financial Planning from the College for Financial Planning and a Bachelors of Science in Business Management from Appalachian State University.
In addition to holding the CFP® certification, I hold the Accredited Investment Fiduciary (AIF®) designation, which promotes utmost ethical behavior and prudent practices on behalf of our clients.
I approach my professional responsibilities with vigor and enthusiasm, constantly striving to improve not only my competence but my ability to get to the heart of client issues.
My wife, Abbie and I live in Harrisburg with our daughter Joelle and our rescue dog, Tai.
I joined the Team of Johnson & White full-time in January 2013 as a Registered Client Associate. Previously, I worked for Prudential Retirement Services in Scranton, PA as a representative in the 401K Participant Service Center and before that worked for Fulton Financial Corporation for over 20 years. I am a graduate of the Stone School of Business in New Haven, CT.
I am a problem-solver and love to dig deep into an issue to find answers. Methodical by nature and meticulous when it comes to details,I enjoy resolving issues for clients.
I currently live in Dover, PA and have two grown children.
I began working with Chris and Tim in November, 2005, as a sales assistant. My education includes an Associates Degree in business management from Consolidated School of Business.
Fortunately, I am a quick study and am unafraid to translate what I learn into improving our processes. Organized by nature and comfortable with technology, I enjoy helping our Team pull together effective business solutions, whether for clients or for internal purposes.
I live in York, PA with my husband Kevin and our three children, Ava, Brogan, and Decklin.