Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investments
  • Saving for Education
  • Social Security Retirement Benefits
  • Investment Management
  • Intergenerational Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies

Qualifications

  • Security Licenses 6 63 7 65
  • Pa Insurance : Life, Health, Annuities and Long Term Care
  • B. A. Economics
  • M.B.A. Economics and Finance

Education

  • 1982, M.B.A. Economics & Finance, Wilkes University

Community participation

I have been involved with several community service activities including Rotary International. I also was a volunteer Little League Baseball and Youth Soccer Coach.

Interests

  • I participate in Triathlons and Biathlons, including The Harvey's Lake Triathalon.
  • I also enjoy biking and raquetball.
  • I am a published writer, with work appearing in several publications such as, "The Courtland Review,"
    "The Hypertexts" and "Switched on Gutenberg."