Professional Story:

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

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Qualifications:

- Series 7, 63 and 66

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Specialties:

Wealth Management, Retirement Planning and holistic Financial Planning

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Personal:

- President of West Reading-Wyomissing Rotary Club

- Area 4 Assistant Governor for Rotary District 7430

- Penn State Berks Advisory Board

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