My Approach

I’ll help you prepare for the expected - and the unexpected

The future looks brighter when you’re more prepared. I’ll help you plan for what you and your family expect to achieve in life — and any changes you may encounter along the way — through our exclusive Confident Retirement® approach.

With the right advisor, life can be brilliant.

Interests

* My 7 children and 6 grandchildren keep me busy!

* I'm a sports enthusiast who has coached High School Basketball, Baseball, and Soccer.

Community Participation

* Active volunteer at: Church, Youth Organizations, and Habitat for Humanity.

32
Years of Experience ?

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

  • LaSalle University - Philadelphia MBA (Finance) 1985

Files for Download

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