Professional Story:

I am a partner in a family practice established in 1999. We take a wholistic approach to Wealth Management. It is important to work with our clients to make sure we can appropriately assist them during all stages of their financial goals. This includes wealth accumulation and insurance, pre-retirement planning as well as guiding them through retirement.

Qualifications:

• Investment Advisor Rep.- MML InvestorsServices, LLC
• Registered Representative – MML Investors Services, LLC
• FINRA Series 6
• FINRA Series 63
• Life and Health License
• Over 10 years in Financial Industry

Specialties:

• Wealth Management Solutions
• Investment Services
• Insurance
• Risk Management Strategies
• Estate Planning Strategies

Personal:

• My outside interests include fly fishing, I am a member of multiple local community and professional groups. I live in Camp Hill with my wife and three dogs.