Ted is a Registered Representative with J.W. Cole Financial, Inc. and an Investment Advisor Representative with J.W. Cole Advisors, Inc. He helps individuals, businesses, and non-profit organizations work towards their financial goals. He uses a client centric approach to develop targeted strategies.
Ted joined Diversified Asset Planners (DAP) as an independent financial professional in 1990. He became a CERTIFIED FINANCIAL PLANNERTM in 2001, a Partner in the firm the same year, and became President of DAP in January 2023. Ted holds FINRA series 6,7,63 and 65 licenses as well as life, health, accident, disability, and long-term care insurance. He has dedicated over three decades of his professional career serving the financial needs of clients in Central PA and in 10 other states. Asa conservative wealth advisor, he provides comprehensive investment, retirement, and insurance planning solutions that best suit client needs.
Ted volunteers his time by serving on the Mount Nittany Medical Center golf committee, Grace Lutheran Church finance committee, and he has served on church council as past Vice President.
Outside of helping his clients, Ted is equally passionate about spending time with his wife Jennifer and their two children: Trey and Linlee. He enjoys golfing, spending time outdoors, working out at the YMCA, and volunteering his time in charitable interests.