Licenses and Certifications
- Series 6 Investment Company Products/Variable Contracts Limited Representative
- Series 63 Uniform Securities Agent State Law Examination
- Series 65 Investment Advisor
- Licensed as a Life and Health Insurance Agent
- Investment Advisor Representative
- Insurance Licensed In: Pennsylvania and New Jersey
- Securities Licensed In: Pennsylvania and New Jersey
Education
- Master of Business Administration – DeSales University, Concentration: Finance
- Bachelor of Science in Business Administration – Kutztown University. Graduated May 2001
Professional History
- 1847Financial – (2013 – Present)
- Independence Planning Group – (2011 – 2013)
- Thatcher Benefits Planning, Inc. — (2002- Present)
Past and Present Professional Organizations and Committees
- National Association of Health Underwriters
- National Association of Insurance and Financial Advisors
- DeSales University MBA Association
- Burn Prevention Foundation – Board Member