Licenses and Certifications
- Chartered Life Underwriter – American College
- Chartered Financial Consultant – American College
- Life Underwriting Training Council Fellow
- Charitable Advisor in Philanthropy – American College
- Life and Health Insurance Agent
- Insurance licensed in: Colorado, Connecticut, Florida, Georgia, Missouri, New Jersey, New York, North Carolina, Pennsylvania and Virginia
Education
- Bachelor of Science in Finance – Pennsylvania State University
- Graduated May 1989
Professional History
- 1847Financial (2013 – present)
- Independence Planning Group – Partner (2002 2013)
- East Penn Financial Group (1989 – 2002)
Past and Present Professional Organizations and Committees
- Board Member Dream Come True
- Estate Planning Council of the Lehigh Valley
- Jeremiah Trotter Burn Prevention Foundation Golf Tournament Committee Co-Chairman
- Million Dollar Roundtable
- Past AARP Tax Preparer
- National Association of Insurance and Financial Advisors