My Approach

It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.

Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

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Community Participation

Thank you to our supportive clients for providing over 200 pounds of assorted groceries to Second Harvest Food Bank of the Lehigh Valley & Northeast PA at our recent client seminar!

Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Experience

22
95 View scores
 
 
 

Awards & Recognition

  • Ameriprise Circle of Success, 2006-2014

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

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

My Videos

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