With my background in Law and Business, I have worked with businesses, business owners and professionals for over 30 years. In addition to the needs that successful individuals have, e.g., investment management, retirement and estate planning strategies, business owners have numerous other financial concerns including business succession planning and attracting and retaining a management team that can enhance and sustain the business. Allow me and our team of professionals to bring our knowledge and customized strategies to help enable you to achieve your financial objectives, whether they are individual, family or business concerns.
I have had the pleasure of working for many professionals and companies from their early stages until their sale or retirement. In many cases, these relationships have lasted over 30 years and I continue to serve both them and their families during their retirement. It would be my pleasure to bring our team’s many experiences and innovative financial strategies to you and your business.
- BS Business/Accounting - Drexel University
- JD - Temple University School of Law
- CLU® & ChFC® - American College
- CFP® - College for Financial Planning
- AIF® - Accredited Investment Fiduciary
- CPFA - Certified Plan Fiduciary Advisor
- Equitable At Retirementsm education program -
The Wharton School of the University of Pennsylvania
Member of numerous professionals associations including the Society of Financial Services Professionals, DC Estate Planning Council, National Association of Plan Advisors and the Association for Advanced Life Underwriting.
CA Insurance License #0778774