Professional Story:

My passion is to help families and businesses achieve their financial goals in a way that aligns with their personal value system. I strive to offer top notch service in an effort to develop long lasting, meaningful client relationships. After taking the necessary time to meet and understand my clients’ dreams, goals and dynamics, I, along with an amazing support team at uFinancial Group, will do a comprehensive financial analysis and present appropriate solutions to achieve these goals in a pressure free environment. As needs and goals change with life, I encourage regular communication with my clients to ensure that their financial plan is always current with their life situation.

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Qualifications:

- BS-Business Marketing, West Chester University

- Financial Representative, PFS Investments 2010-2012

- FINRA (www.FINRA.org) Series 6 Registration, Investment Company Products/Variable Contracts

- FINRA Series 63 Registration, Uniform Securities Agent State Law

- FINRA Series 65 Registration, Uniform Registered Investment Advisor Law Exam

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Specialties:

- Personal Financial Strategies

- Business Succession Strategies

- Key Employee Retention Services

- Retirement Planning

- Investment Services

- Estate Planning

- College Funding

- Risk Management Strategies

- Life Insurance

- Certified in Long Term Care

- Disability Income Insurance

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Personal:

- D.O.B. September 23, 1980

- Beautiful Bride: Carolyn

- Four Precious, Energetic Children: Gabriel, Joseph, Julia and Rebekah

- Resides in York County, Pennsylvania

- Treasures time spent with family

- Loves the great outdoors

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