Senior Financial Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP ^®), Series 7, 24 and 66 registrations; Currently registered in 35 states.

Experience: 21 years

Education: Bachelor of Science in Finance, Pennsylvania State University

Specialty Areas: Asset management, with specific experience utilizing the Envision® process to develop long-range investment and related life goals for clients.

“A sound investment plan isn’t just about diversification and allocations - its taking into account the life stages and events we all go through. As your needs evolve and change, the Envision process incorporates them into your plan so that it is always in line with your goals.”