BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
QUALIFICATIONS
- CERTIFIED FINANCIAL PLANNER™
- Licensed to sell Life & Health Insurance in PA, NJ, DE, NY, NC, VA, MD
- Registered to offer securities products in PA, NJ, DE
PERSONAL
- Life-long resident of Delaware County, PA
- Graduate, University of Delaware
- Married to Mike, A son Michael
- Hobbies are running, barre class, golfing, cooking