Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Financial Education, Student Loan Refinancing, Retirement Strategies
Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. 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 an analysis of your current financial situation and help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: PA, NJ, VA, MA, FL
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 5001 Louise Drive, Suite 300, Mechanicsburg, PA 17055 phone: 717-791-3300
The American College of Financial Services
Exton Region Chamber of Commerce, Non-Profit Council
Check the background of this investment professional on FINRA’s BrokerCheck
111 E Uwchlan Avenue
Exton, PA 19341