Biography
It has been my privilege to serve the financial needs of my clients for over thirty years. As a financial adviser, I provide fee base planning and investment advisory services, ranging from separately managed portfolios of stocks and bonds to mutual fund wrap accounts to clients in the Delaware Valley. A considerable amount of time is spent keeping current on new laws and regulations that affect my clients' goals and objectives. I have earned the Charter Life Underwriter (CLU) and the Charter Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania. I have been trained and licensed to teach Wealth and Retirement Strategies to the business and corporate communities and Bible Based Money Management to the church families. Prior to developing my own financial planning practice, I periodically conducted formal training seminars as part of my management responsibilities within corporate America. Please feel free to use my Website as a resource and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for our interest.