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.
I began my career in the financial services industry in 1994. I currently hold the following licenses: PA Life Accident and Health, Property and Casualty, Series 6, Series 63, Series 65, Series 7, and Series 24. I am a member of the Financial Planners Association, and a qualifier for the Million Dollar Round Table. MDRT membership is a measure of distinction not solely due to business success, but what the Round Table refers to as the “whole person”. Someone, who has the highest ethical standards, is an active member of their community and promotes these ideals to the other professionals with which I interact.
I reside in Wexford, PA with my wife, Denise, and our two black labs, Blackjack and Brando. I prefer saltwater fishing over golf and flying airplanes over just about everything else.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies