Licenses and Certifications:
- Life and Health Insurance Agent
- Series 6 Investment Company Products/Variable Contracts
- Series 63 Uniform Securities Agent State Law Examination
- Series 65 Uniform Investment Advisor
- Insurance and securities licensed in PA, NJ, NM, and IN.
Professional History:
- 1847Financial – Financial Advisor (2013 – present)
- Independence Planning Group (2010 – 2013)
- Mid Atlantic Solar (2008-2010)
- Greater Lehigh Valley Real Estate Investors (2004-2008)
- Whitehall Township (1977 – 2004)
Past and Present Professional Organizations and Committees:
- Live Learn and Play – Board Member
- JAMM Properties, Inc. – Past President
- M-3 Properties, Inc. – Past President
- Greater Lehigh Property Management, Inc. – Past President
- Northern Lehigh Investment Group – Past President