Focus: Insurance Strategies, Business Owners, Retirement Income Planning, LGBTQ, Financial Education, Group Benefits, Business Succession Planning, Military, Retirement Strategies, Estate Planning
Preparing for the next step in life isn't always easy. I am dedicated to making a difference in people's lives. Knowledge is the key to a successful financial future. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
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 most importantly, future needs.
I provide total financial analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Financial Industry 2002-2013
Erie Insurance 2013-Present
Affiliations & Memberships
Member of Capitol Region Professional Networkers
Affiliated with Erie Insurance, Progressive, Liberty Mutual, Travelers Grange, Philadelphia and Foremost Insurance
PA Wounded Warriors
5001 Louise Drive Suite 300
Mechanicsburg, PA 17055