"Let's work together today to build a better tomorrow"
I love helping people achieve their American dream. Let’s discuss your goals, what’s important to you, and I will create strategies to help you meet your unique needs.
Personal Information
My wife Debbie and I are longtime residents of Bucks County. We have been married for over 37 years and have one son, and four grandchildren. I enjoy traveling with family and friends to new destinations and am particularly fond of the Caribbean. In my free time, I follow football, baseball and basketball. I play golf and enjoy watching movies.
Educational and Professional Background
I attended Millersville University and obtained a Bachelor of Arts degree in Economics. I have been in the financial services industry for over 40 years. I began my career in mortgages and personal loans, then progressed to being a mortgage broker and eventually an owner/founder of a mortgage company. In 2011, I decided to become a Financial Advisor. I am a Certified Retirement Counselor (CRC). I hold FINRA Series 6, 63, and 65 securities registrations through LPL Financial and Life & Health and Insurance Licenses.
Planning and Retirement Strategies
It’s important to me to establish a trusting long-term relationship with my clients. We work together to create a plan to best pursue your goals and get to a comfortable retirement. Retirement Income Planning is my specialty. I can help you develop your Social Security claiming strategy, Pension, and Lifetime Income benefits to provide you confidence throughout retirement years.