“There are so many investments available today. My job is to help my clients select the ones that suit them best and will help pursue their goals.”
Since 1988, I have been helping clients with their financial planning. I pride myself on the strong friendships I have developed with my clients. Those relationships help me to know my clients and understanding their goals and priorities, which is critical in helping me make appropriate investment recommendations.
While operating and offering financial advice under LPL Financial, as an independent financial service professional, I have the freedom to choose strategies, services, and products that work best for each individual client. I believe that being independent and having the ability to choose investment products without a bias gives me the opportunity to provide the highest level of service to my clients.
I specialize in the areas of retirement planning, IRAs, pensions, and qualified retirement plans such as 401(k), 403(b), and Simple IRAs. Also, I have a special interest in “social responsible” investing and “faith-based” investing.
I started in the financial business with IDS Financial Services (now Ameriprise Financial Advisors). I then worked for a number of Wall Street investment firms in New York, including Lehman Bros, Dreyfus, and Sterling Securities. In 1992, I moved back to my hometown, Johnstown, and signed on with Parker/Hunter, Inc., a regional brokerage firm based in Pittsburgh, PA. I was with the firm for nine years and earned the title of Executive Vice President. In 2001, I, along with Barry Thomas, started Kabler/Thomas Financial Group.
Also, I am an ordained minister with the Church of the Brethren denomination, and currently have my license with the Moxham Church of the Brethren in Johnstown, PA.
Along with my wife, Jodi, we are the parents of four children: Nellie, Grace, Abraham, and Cambria.
Nationally, I serve on the Board of Directors for the Brethren Benefit Trust which manages $470 million in foundations, endowments, and the pension fund of Brethren pastors.
Locally, I am the board chairman of “Friends of New Day” and member of the YMCA, Chamber of Commerce, Slippery Rock Alumni Association, Richland Fire Dept, and a regular blood donor at the American Red Cross. I am a former board member of the Church of the Brethren Home (Windber, PA), Johnstown Lions Club, and Richland Fire Dept. Also, I volunteer as a baseball coach with Arbutus/VE Erickson Little League and serve on the Fund Development Committee at Johnstown Christian School.