Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Lehigh University 1983 - BS, Business Administration - Accounting
  • Northampton Community College 1981 - AAS, Data Processing

Interests

  • Music and Theater

My wife and I enjoy theater and regularly attend DeSales Act 1 Productions. We also enjoy the local Community Theater and The Bach Choir of Bethlehem.

I am a proud member of the Cathedral Choir at the Cathedral of St Catharine of Siena, Allentown, PA

  • Travel

We vacation annually at the Outer Banks where we enjoy relaxing at the beach with our family.

Community participation

  • Member of Knights of Columbus Council 14397
  • Community Support
  • Donor and supporter of the Miller-Keystone Blood Center where I have donated over 200 times for a total of over 26 gallons of blood and blood products.