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Creative Financial Strategies - S. Lenola Road

505 S. Lenola Road, Suite 203
Moorestown, NJ 08057

Professional Story

My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

  • Define your personal financial goals
  • Develop a financial strategy that can help you achieve these goals
  • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
  • Implement your strategy with products and services that help meet your needs.

Education

Northeastern University (1984-1989)

Hobbies

Play bass and acoustic guitar for church team, Golf, The Jersey shore!

Community Involvement

Advisory Committee for local chapter of Young Life


Languages: English


Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, Financial Education


Check the background of this investment professional on FINRA's BrokerCheck