As an advisor, my role of helping clients define their goals and work to pursue them gives me an incredible opportunity to see plans come to fruition. I stay in touch with my clients from the beginning and the greatest joy I get through my career is to see someone I work with successfully attain and live out their financial plans. I enjoy seeing financial independence achieved. With over 20 years of experience in the financial industry, I have been thrilled to witness many people reach their potential for financial independence!
Professional Specialties:
Comprehensive Financial Planning
Retirement Planning
Wealth Management Strategies
Life, Disability Income, and Long Term Care Insurance
Qualifications:
Investment Advisor Representative – LPL Financial
Registered Representative – LPL Financial
BSBA Economics, Shippensburg University, 2003
FINRA Series 7* Registration, 2003
FINRA Series 66* Registration, 2003
Pennsylvania Life and Health License, 2003
Chartered Financial Consultant designation, American College, 2010
*Series 7 and 66 registrations held through LPL Financial
Community Involvement:
Otterbein United Methodist Church, Duncannon PA
Involved in supporting my children's sports adventures through Susquenita School
District and associated groups
Hobbies:
Hiking, travel, and reading a great book