CLU®, ChFC®, RICP®, ChSNC™, LUTCF®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
English
I work extremely hard to provide individuals,families and business owners the assistance they need to build their financial freedom. My team and I will work with you to identify solutions that are suitable for your situation and which fit your budget. I have also formed multiple strategic alliances to easily refer you to other professionals when additional services are needed.
Qualifications
PERSONAL
CRN202702-6014767
Check the background of this investment professional on FINRA's BrokerCheck
Messiah College - BA in Political Science
Certified Plan Fiduciary Advisor (CPFA)
Weight training
History
Writing
Member of National Association of Insurance and Financial Advisors (NAIFA)
Former Board Member, NAIFA-Lehigh Valley
Bible Baptist Church Capital Improvements Committee - Former Deacon &
Treasurer
TEAMS for Medical Missions - Board Member