Professional Story:

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to assist my clients in meeting their established goals. My personal goal is to become a lifetime resource for each and every client.

‍

Qualifications:

- BA, Communications, Millersville State College

- Senior Acct. Executive, MetLife 1983-2016

- 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 Investment Adviser Law Exam

- Life Member prestigious MetLife Presidents Conference

‍

Specialties:

- Personal Financial Strategies

- Retirement Planning and Retirement Income Planning Strategies to help clients maintain financial independence

- Life Insurance Planning

- Fixed and Variable Annuities

- Investment Services

- Estate Conservation Strategies

- Business Succession Strategies

- Key Employee Retention Services

‍

Personal:

- Married with three daughters and seven grandchildren

- Active in the outdoors, golf and fishing

- Resides in Columbia, PA

‍