Professional Story:

Preparing for the next step in life isn’t always easy. 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 am committed to helping clients build financial freedom.

Qualifications:

• FINRA Series, 6, 63,65 & 7 licensed
• Life, Health & Annuity licensed
• MBA, Saint Joseph University
• BS Computer Science, Millersville University

Specialties:

• Insurance Strategies
• Investment Strategies
• Risk Management Strategies
• Business Solutions
• Retirement Income Strategies
• Retirement Strategies
• Disability Income Insurance
• Long Term Care Insurance
• Fee for Advice (Financial Planning)
• Wealth Management Services

Personal:

Key facts about me...

• Love living in historic Marietta, PA

• Treasure quality family time

• Supporting local is important to me

• Driven to making a positive difference within my community