Business Philosophy
As an Accredited Investment Fiduciary, I pledge to promote and embrace the highest standards of prudent ethical behavior for all those who choose to place their financial trust in me.
When you want someone to simplify complex financial matters at any phase of your life, I am here to advocate for you and your family. Whether you are still in school, starting a family, planning to pay for college, approaching retirement, or have already retired, I can help make your best possible financial decisions every step of the way.
If you give me one percent of your trust, I will earn the other ninety nine.
Background
I graduated from Upper Darby High School and The University of Miami, both with honors. Having over twenty years of experience in providing progressive strategies based upon each client's individual objectives, I am proud to be certified as an Accredited Investment Fiduciary.
Professional Qualifications
Accredited Investment Fiduciary. Series 6, 7, 63, 65, 24 securities registrations currently held with LPL Financial. Health and Life Insurance licensed in PA, DE, NJ, VA, and FL.
Personal Life
Currently residing in Downingtown, PA I have been married for over thirty years and have been blessed with two beautiful daughters and two granddaughters. My hobbies include golfing, pocket billiards and the attending theater, to name a few.