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Specialties
I was locally born and raised in the Moshannon Valley.
In my 34 years of serving customers in Philipsburg and the surrounding area, I have experience helping people prepare for their financial future by protecting their assets and income and investing for future needs. Our solutions are based on the specific needs of each customer. We focus on educating customers, clearly defining their goals and timelines, and analyzing their acceptable levels of risk. Our solutions range from fully managed options to self-directed options. With the support and wide product suite available, we are proud to be able to help with insurance and investment products for our friends and neighbors in our community.
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Always free for clients.
CLU, ChFC, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
https://www.statefarm.com/finances/mutual-funds/resources/disclosures