You are on a journey. My objective is to guide people just like you toward success, so I've set up this website to help you navigate a path that leads to your ultimate destination. More than 30 years ago, I started my own journey with The Union Central Life Insurance Company. Since that day in April of 1983, I have worked with literally thousands of people, many of whom became clients that remain with me to this day.
Many of them are now also good friends. My objective with each and every one of those people has been a simple one: to help in whatever way I can. I work with clients to either address their a la carte needs or to construct and implement a comprehensive financial plan to help them attain their life goals.
Many of them are now also good friends. My objective with each and every one of those people has been a simple one: to help in whatever way I can. I work with clients to either address their a la carte needs or to construct and implement a comprehensive financial plan to help them attain their life goals.
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My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future.
My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
I focus on helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore my website and the wealth of information I offer. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Passing those assets on at death could come at an expense. Here in Pennsylvania there is a State inheritance tax that can affect many assets that pass at death to someone other than a spouse. At the Federal level there are Federal estate taxes which under current law apply to estates in excess of $5,120,000.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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