As a Personal Financial Planner and Financial Advisor, I give my clients and their family’s financial peace of mind. I do this by providing comprehensive investment advice, creative solutions, and sensible investment strategies that help them reach their financial objectives. Our planning process offers independent, conflict-free investment consulting services designed to help clients maximize wealth.
I currently hold several securities and insurance licenses on a State and Federal level. In 1987 I graduated with a Bachelor of Science degree from West Chester University, West Chester, PA. I also attended Moravian College, Bethlehem, PA, to further my education and pursue a second undergraduate degree in Accounting. Currently, I am enrolled in the College for Financial Planning and plan to sit for the CFP exam in the future.
I began my career in 1987 as a Junior Accountant with a small family owned vending corporation. In 1989, I started working for a subsidiary of Corning Incorporated as a Staff Accountant. In 1994, I joined Tomorrow’s Financial Services (TFS), Inc., a full service financial planning firm located in Lincroft, NJ. There, I received extensive training and education in the financial planning process. I presently operate a branch office of FSC Securities Corporation, a registered broker dealer firm and member of FINRA/SIPC headquartered in Atlanta, Georgia. FSC was established in 1958 and is part of the Advisor Group and one of the largest independent broker dealer networks nationally.