Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I graduated from Albright College with a Bachelor’s Degree in Business Administration with concentrations in Finance, International Business, and the Spanish Language. I graduated Summa Cum Laude, with highest honors and departmental distinction in Economics and Business, in part due to my research and thesis work on the topic of microfinance.
Through post-graduate study and education, I have earned several prestigious designations related to the financial services industry. These include the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Family Business Specialist (CFBS) designations.
I am a member of the Greater Lehigh Valley Chamber of Commerce, the Network of Young Professionals, the Estate Planning Council, the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, and the Lehigh Valley Consortium of Professional Organizations.
I am an Eagle Scout and remain active in the Boy Scouts of America and my school alumni organization. I also serve on the Board of Directors of the Liberty Bell Shrine Museum.