Focus: Retirement Income Planning, Investment Strategies, Insurance Strategies, Estate Planning, Business Owners, Group Benefits, Business Succession Planning, Student Loan Refinancing
Knowledge is the key to a successful financial future. 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 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 more importantly, future needs.
Indiana University of Pennsylvania
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5001 Louise Drive Suite 300
Mechanicsburg, PA 17055