114 FoxShire Drive
Lancaster, PA 17601
Professional Story
PROFESSIONAL SPECIALTIES:
- Personal Financial Strategies
- Retirement Planning and Retirement Income Planning Strategies to help clients maintain financial independence
- Life Insurance Planning
- Fixed and Variable Annuities
- Investment Services
- Estate Conservation Strategies
- Business Succession Strategies
- Key Employee Retention Service
QUALIFICATIONS:
- BA Communications, Millersville State College
- Senior Acct. Executive, MetLife 1983-2016
- FINRA Series 6 Registration, Investment Company Products/Variable Contracts
- FINRA Series 63 Registration, Uniform Securities Agent State Law
- FINRA Series 65 Registration, Uniform Investment Adviser Law Exam
- Life Member Million Dollar Round Table
- Life Member Prestigious MetLife Presidents Conference
PERSONAL:
- Married with three daughters and seven grandchildren
- Active in the outdoors, golf and fishing
- Resides in Columbia, PA
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Risk Management Strategies, Retirement Income Planning, Business Succession Planning, Charitable Giving, Retirement Strategies
Check the background of this investment professional on FINRA's BrokerCheck