I work extremely hard to provide individuals,families and business owners the assistance they need to build their financial freedom. My team and I will work with you to identify solutions that are suitable for your situation and which fit your budget. I have also formed multiple strategic alliances to easily refer you to other professionals when additional services are needed.

Qualifications 

• Eighteen years in the Financial Services Industry
• FINRA Series 6, 63, 7, 66 and 24
• Chartered Life Underwriter (CLU^®)
• Chartered Financial Consultant (ChFC^®)
• Chartered Special Needs Consultant (ChSNC^®)
• Retirement Income Certified Professional (RICP^®)
• Certified Plan Fiduciary Advisor (CPFA)
• Life Underwriting Training Council Fellow (LUTCF)
• 10-Time Leaders Conference Qualifier*

PERSONAL

• Resident of the Lehigh Valley for 30 years
• Hobbies include weight training, reading,
  and history
• BA in Political Science. Messiah University
• The American College of Financial Services

Education

Messiah College - BA in Political Science, Certified Plan Fiduciary Advisor (CPFA)

Hobbies

Weight training, History, Writing

Affiliations & Memberships

Member of National Association of Insurance and Financial Advisors (NAIFA), Former Board Member, NAIFA-Lehigh Valley

Community Involvement

Bible Baptist Church Capital Improvements Committee - Former Deacon & Treasurer, TEAMS for Medical Missions - Board Member