Professional Story:

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Qualifications:

• Bachelor of Business Administration,Temple University
• MML Investors Services, LLC: Registered Representative, Investment Advisor Representative
• FINRA Series 7 & Series 66 Registrations
• Licensed Insurance agent: Life, Disability andLong-Term Care
• Retirement Income Certified Professional©,The American College (designation)

Specialties:

• Retirement Income Planning
• Investment Planning, Portfolio Analysis & Design
• Financial Planning Services
• College Funding Planning
• Wealth Management
• Estate Planning (in consultation with tax and legal advisors)
• Business Succession Strategies
• Business Retirement Plans

Personal:

• Dad & Husband
• Resides in Chester County, PA
• Favorite activities –avid cyclist, traveling, hiking, photography, food festivals, community involvement/volunteering