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CLU®, ChFC®, CASL® Financial Services Representative Financial Advisor
16 Campus Boulevard Newtown Square, PA 19073

Since 1989 my practice has focused on providing clients with ideas and financial knowledge which can help enable them to make wise decisions about protecting, accumulating, and perpetuating their assets.

In addition to the in-depth knowledge acquired over 25 years of professional experience, I bring to my clients an extensive financial background, including a bachelor’s degree and three certifications: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®). Earning those certifications required course work in taxes, retirement planning, estate planning, investments, and risk management.

My experience and education enable me to help clients with a comprehensive range of services, from growing and protecting their nest eggs to creating a tax efficient retirement income.