Regardless of where you are in life, I have the tools and financial products that we, along with your collaboration, can combine into an appropriate strategy for you. I want to share my experiences to improve the lives of my clients. I have been in the financial services industry for over 40 years - with 15 years of institutional portfolio management. My goal is to provide quality service to my clients and share my insights to help them reach their financial goals.

I have earned a bachelor’s degree in Finance from Franklin University and a Master’s degree in Business Leadership from William Penn University. I am Series 7 and 63/65 licensed. I have Life, Accident, and Health insurance licenses. I also have my Medicare licensing with AHIP and Long-Term Care certification. I can also refer you to internal partners to help best meet your financial goals. I have maintained my Property and Casualty Licensing to also aid with referrals to help lower insurance costs.

My products and services are needed when people want to trust a financial planner instead of doing it themselves. I am ready to jump in and share my wealth of knowledge for financial decisions many do not understand and do not have the desire to research themselves. Some clients have come by way of other financial professionals because they grew tired of excessive fees.

My financial planning services are free, and the income generated is paid by the insurance companies. The difference I bring to the table is that I provide top-rated products with excellent returns and lower costs to benefit my clients.