Qualifications

 

  • Service as a Financial Advisor since 1999
  • Graduate West Chester University, June 1999, B.S. Business Management
  • Licensed to sell Life, Health, and Variable Annuity products in PA, NJ, DE, MD, and CO
  • CERTIFIED FINANCIAL PLANNER ™ professional, certified by the CFP® Board of Standards
  • Named in Philadelphia Magazine as a "Five Star Wealth Manager"  Nov 2013 - Nov 2022
  • Series 6 Securities Registration, January 2000
  • Series 63 Securities Registration, January 2000
  • Series 65 Securities Registration, April 2003
  • Series 7  Securities Registration, May 2006
  • Investment Advisor Representative of MML Investor Services, LLC.
  • Qualifying and Life Member MDRT – Million Dollar Round Table

*The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm.  This award may not represent the experience of all clients and is not indicative of future performance or success.  This award stems strictly from client experiences as an insurance or securities product customer.