Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Since 1980 I have dedicated my professional career to helping solve problems for my clients – individuals, families and businesses. A 1970 graduate of Indiana University of Pennsylvania (IUP), I hold a Bachelor of Arts degree in Economics and Finance. In addition, I have earned the Corporation for Long Term Care Certification designation as well as the American College’s Certified Family Business Specialist designation, one of only 350 nationally.
I am a US Army veteran and was chosen to serve as a Military Policeman at the US Military Academy, West Point, NY. An active community leader, I have served on numerous boards throughout the area. I have also been named to Massachusetts Mutual Life Insurance Company’s (MassMutual) Chairman’s Club.
I am a founding member of IUP’s Center for Family Business. Through my strong commitment to the preservation of the family business as the basic element of the American free enterprise system, and my leadership, I have enabled the Center to achieve a national reputation for excellence for a university-based program.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies