Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • LaSalle University - Philadelphia MBA (Finance) 1985

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.