Insurance Strategies, Business Owners, Retirement Income Planning, Estate Planning, Financial Education
English
Knowledge is the key to a successful financial future. Preparing for the next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you; identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I can provide comprehensive financial strategies and/or focus on one specific area of need. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I was born and raised in Scranton, PA, and come from a hard-working entrepreneurship background. In my free time, I enjoy golfing, traveling, cooking, and spending time with my wife, Amy, and our daughter.
CRN202609-5017833
Check the background of this investment professional on FINRA's BrokerCheck
Lebanon Valley College (1990 - 1994)
Golf