President/ Senior Financial Consultant
Sound Advice, Financial Safety First I have worked in the financial services industry since 1987 and will be starting my 32nd year of helping Investors, having started as a broker with Merrill Lynch in their Media PA office. I...
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We create strategies that are tailored to your needs and goals.
We encourage our advisors to tailor solutions to their clients. Unique answers for every situation.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.