Overview
32 years in Financial Services and Wealth Management working with organizations, businesses and high net worth families. Concentrations center in the areas of public and private investments, as well as planning for insurance, estate, charitable and succession needs. Certified Financial Planner Designee.
Currently leading Wealth Advisory in the Northeast.
Education
B.S. Pennsylvania State University
CFP® College of Financial Planning
Series 7 and 63 Registered
In the community
Prior Treasurer, Bourne High School Soccer Booster Club