Licenses and Certifications:
- Series 7 General Securities Representative
- Series 24 General Securities Principal
- Series 63 Uniform Securities Agent State Law Exam
- Series 66 Uniform Combined Registered Investment Advisor
- Investment Advisor Representative
- Life, Accident & Health Insurance Agent License
- Life Underwriting Training Council Fellow
- Insurance & Securities Licensed In: Pennsylvania, New York, New Jersey, Delaware & Texas
Education
- Bachelor of Science – East Stroudsburg University of Pennsylvania
- Graduated May 1995
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Professional History
- 1847Financial – Financial Advisor (2014 – Present)
- PennWood Financial Group – Office of MetLife – Financial Planner (2012 – 2014)
- Creative Financial Group – Office of MetLife – Managing Associate (2009 – 2012)
- East Penn Financial – Office of MetLife – Financial Planner (1999 – 2009)
- Atlas Capital Management – Stock Broker (1995 – 1999)
Past and Present Professional Organizations and Committees
- Board of Directors for Building Educational Support Teams, Inc.
- Member of the Board of Trustees for Lehigh Valley Academy, Inc.