Knowledge is the key to a successful financial future. 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 needs, and more importantly, their future needs.
The American College Graduate Degree (Master of Science in Financial Services (MSFS)), The American College Designations (Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) Retirement Income Certified Professional (RICP)), Certified Financial Planner Board of Standards, Inc. (Certified Financial Planner Practitioner (CFP)), The Corporation for Long-Term Care Certification, Inc. (Certified in Long-Term Care (CLTC)), MML Investors Services, LLC (Registered Representative, Investment Adviser Representative), Villanova University (BS Mathematics)
horseback riding, cooking, reading, weightlifting, mixed martial arts
East Vincent Township: Board of Supervisors, Vice-Chairman
Check the background of this investment professional on FINRA's BrokerCheck