PROFESSIONAL SPECIALTIES:
Business Succession Planning & Executive Compensation
College Education Planning
Comprehensive Financial Planning
Employee Benefit Design & Management
Estate Planning and Analysis
Investment Planning, Portfolio Analysis & Design
Life, Disability Income and Long Term Care Insurance
Retirement Planning – Individual & Small Business

QUALIFICATIONS:
Chartered Financial Consultant (ChFC ®)
- The American College, 2010
CERTIFIED FINANCIAL PLANNER (CFP ®)
- Certified Financial Planner Board of Standards, Inc., 2007
Investment Advisory Representative
- MML Investors Services, Inc., 2006
Registered Representative
- MML Investors Services, Inc., 1994
Financial Services Associate
- Wienken & Associates – 1994
Licensed Insurance Agent - 1993
BSBA Accounting
- Shippensburg University 1992

PERSONAL:
D.O.B. - November 3, 1968
Married - Mary Teresa Stewart Lynch – June 20, 1998
Children - Madison, Allison & Natalie
Resides - West Chester, PA
Member - Saints Simon & Jude Church, West Chester, PA
Hobbies & Interests - Coaching, Fitness, Golf, Reading, and Spending Time With Family