Nothing is more fulfilling to me than being in a position to support top professionals and see the impact they make on both their clients' and their own personal lives. It's this gratification that has kept me in the business for more than 20 years.
As a Managing Director at Creative Financial Group;
- I lead the firm comprised of 165 experienced financial advisors serving more than 100,000 clients throughout Pennsylvania, Delaware, and New Jersey.
- Execute all aspects of running a successful financial services firm including sales, marketing, recruiting, operations, human resources and business development
- Build, guide and sustain successful teams
- Foster a culture of collaboration that drives strong business results
- Build lasting professional relationships with our top advisors and the top advisors in our marketplace who are attracted to the support and resources we can offer
Area(s) of Focus
- Insurance Strategies
- Investment Strategies