My Qualifications

I have been working with individuals and businesses in the area for over 23 years.  I am a CPA and a graduate of Temple University with a degree in Accounting and Business.

I have extensive personal and professional experience. I am a registered general securities representative holding Series 6, 7 and 63 registrations. I also hold both  PA and New Jersey life, health and variable insurance licenses.

I am dedicated to developing lasting relationships with all of my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more independent financial future.

I am looking forward to using my expertise to help you pursue your financial goals.