Preparing for the next step in life isn’t always easy. 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. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. 

I offer 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.

Education

Penn State University (1978-1982), Political Science with Finance Minor, Institute of Certified Financial Planners (1987), Certified Financial Planner (CFP) Designation, American College (2001), Chartered Financial Consultant (ChFC) Designation

Hobbies

Community Service, Golf, Hunting, Fishing

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA), Million Dollar Round Table (MDRT), Life and Qualifying Member, Top of the Table, Financial Planning Association (FPA), Certified Financial Planner Board of Standards,

Community Involvement

Kennett Square Golf and Country Club, Willowdale Chapel, Family Promise of Southern Chester County