About Me:
I take a personalized and comprehensive approach to helping individuals, families and businesses develop strategies to pursue their unique short- and long-term financial goals. With more than 26 years of experience in financial services, I have always embraced the belief that this is a people business that just happens to deal with finance. Whether we’re discussing your wealth building strategies, retirement readiness or business succession plan, I will guide you by drawing on my experience and knowledge to develop a clear plan aligned with your goals.
Education:
University of Dayton, Bachelor of Science, Business Management
Registrations:
- Series 7, 63, 65 and 31
- Pennsylvania Life, Accident and Health Insurance