My Approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Interests

I love spending time with my family and friends. I do try to find time for an occasional round of golf, but always enjoy attending school and sporting events for our 6 children.

Community Participation

Council member at Christ Lutheran Church Hellertown PA

Supporter of Second Harvest Food Bank of the Lehigh Valley & Northeast PA

Experience

? 24 ? 100 View scores
 
 
 

Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Insurance
  • Investment Management
  • Wealth Preservation Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2006-2015
  • Ameriprise Diamond Ring Club, 2010-2015

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Muhlenberg College, Allentown, PA; B.S. in Economics & Finance

Files for Download

My Photos(4 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(7 videos) X

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