I pride myself on 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 more importantly, future needs. 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 provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. My goal is to assist families and business owners in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Professional Specialties:

• Retirement Planning
• Estate Planning Strategies
• Business Planning
• Investments
• College Funding
• Life & Disability Income Insurance
• Long Term Care Insurance
• Fixed and Variable Annuities

Qualifications:

• BA - Lycoming College, Magna Cum Laude
• BS - Bucknell University, Chemical Engineering
• MBA - University of Rochester, Marketing
• Certified in Long Term Care (Designation)
• Chartered Life Underwriter (Designation), American College
• Chartered Financial Consultant (Designation), American College
• Registered Representative of MML Investors Services, LLC
• Life and Qualifying Member - Million Dollar Roundtable: 1987 - Present
• Northcentral PA Estate Planning Council Member
• National Association of Insurance & Financial Advisors
• Society of Financial Services Professionals

Personal:

• Married to Linda
• One daughter, one granddaughter
• Activities: Golfing, Skiing