Professional Story:

My goal is to work closely with individuals, families and businesses, providing solutions to provide for and protect themselves and the people they care about. I seek to use my expertise to help clients achieve financial freedom. Furthermore, my goal is to demonstrate client-centeredness through actions and deed, helping individuals grow their wealth and protect their most valuable assets. I seek to develop life-long relationships with clients and be a continual resource for them at each step.

Qualifications:

• FINRA Series 7 Registration, General Securities Representative (www.finra.org)
• FINRA, Series 66 Registration, UniformCombined State Law (www.finra.org)
• Insurance Representative (Various insurance companies)
• Securities Representative

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Specialties:

• Personal Financial Strategies
• Retirement Planning
• Retirement Income Planning Strategies
• Investment Services
• Life Insurance
• Disability Income Insurance
• Fixed and Variable Annuities
• Buy/Sell Strategies

Personal:

• Bachelors of Science in Business Administration/Leadership from Messiah College
• Lives in East Petersburg, PA
• Loves to workout, play softball and golf