Specialties
About Me
Before entering financial services, I spent over a decade in the culinary and accounting industries — experiences that taught me the value of preparation, discipline, and trust.
Today, I use those same qualities to help clients confidently navigate their financial futures. When I’m not working with clients, I coach youth sports and contribute to local business networking groups, staying connected to my community and focused on leadership both on and off the field.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
FSCP
Chartered Designations
What do these credentials mean?
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Disclosures
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. 100 Witmer Rd, Suite 100, Horsham, PA 19044 215-441-3240