My Approach

 

I believe a productive advisory relationship starts with a blank legal pad and a conversation – a true dialogue.  I want to understand your financial goals and personal objectives, your comfort level at taking risks and, importantly, what you expect of me.

I have been helping my clients with retirement and estate planning strategies since 1995.  I have seen many changes in the financial markets over the past 25 years.  However, my clients' basic needs have remained the same.  Whether you're planning for a child's education, your own retirement, or how to use life insurance to protect your family, I have remained committed to helping you achieve your financial goals. 

I am an avid sports fan and stay busy coaching my kids teams and many activities. I am actively involved with many local organizations including Harleysville Baseball, SHYBA, Harleysville Eagles and the Buxmont Riding Club.  I also serve on the Lower Salford Township Zoning Hearing Board. I am the current President of the local Alumni Chapter for the University of Cincinnati, my alma mater. 

 

Licenses and Accreditations

University of Cincinnati, Bachelor of Business Administration in Finance and Real Estate, College of Business

Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65 Registrations

Life, Variable, and Health Insurance Licensed

Retirement Benefits Specialist, Tax Sheltered Plans