|
|
Financial Planning, Registered Investment Advisor Firm |
|
|
Finance |
|
|
Financial Services |
|
|
Regional |
|
|
Communication with Clients, Office Administration and Accounting. Chief Compliance Officer. Business specializes in Wealth Management, Estate Planning, and Retirement Planning. |
|
|
Presidential Who's Who Among Business and Professional Achievers; National Who's Who
{2012 - Present. There is a one-time fee for lifetime membership. Membership is not indicative of future performance. Working with a member is no guarantee of future financial success. Individuals should conduct their own evaluation.}
Associate of Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com Legacy Solutions and the above firm are independent and non-affiliated. |
|
|
Married with one son. |
|
|
Associates Degree in Business Administration- Goldey Beacom College |
|
|
Shopping, Reading, Photography, Arts and Crafts and Spending Time with Family and Friends. Also involved in Boy Scout and Little League Baseball activities. |
|
|
CLU® Designation from the American College, FLMI/M® Designation from the Life Office Management Institute, Life and Health Licensed in Pennsylvania and Delaware and Series 7 and 63 Registered Representative with FINRA. Notary Public in the States of DE and PA. |
