Getting a holistic picture of your finances and identifying your next steps isn't always easy or clear. That's why I'm here to provide the expertise and support you need.
As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and provide specific written recommendations to help ensure you're well positioned to reach your goals.
Education & Accomplishments:
Life and Health Licenses, PA, MD, NJ, VA, FL, NC, TX, WV, KY, MN, WA
FINRA Series 66 Uniform Combined State Law
FINRA Series 7 General Securities Representative
Bachelor of Arts, Lebanon Valley College