Our Qualifications

I have been working with individuals and businesses in the area since graduating from Lehigh University in 1985.

I hold various professional designations, and am licensed to sell a variety of investment and insurance products. I am a Certified Financial Planner and am Series 7, 63, 65, and 24 licensed. I am also a Registered Investment Advisor and a member of the Financial Planning Association.

I am dedicated to developing lasting relationships with all of my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.