Executive Vice President- Investment Officer
– Series 7, Series 63, Series 65
– CA Insurance Lic. # 0L52572
With over 38 years of financial services experience, I serve a select group of individuals and families with their investment needs. Primarily, I help those nearing the end of their careers define their vision for retirement and learn how to help potentially increase their savings. My objective is to help my clients plan and be best prepared for the expected and unexpected transitions that they will likely face in retirement. Having worked through all sorts of market conditions, I have the experience it takes to help my clients manage risk, while creating and maintaining wealth strategies.
I strongly believe in giving back and staying involved in my community. My current and past community involvement includes board member of the Bedford Chamber of Commerce, Bedford Elks, The Bedford Borough of Municipal Authority and Homewood at Spring House Estates. My wife, Janice, and I reside in Bedford, PA and we have four adult children. My hobbies include golfing, bowling, skiing, cycling and mountain biking.
CA Insurance Lic. # 0L52572 Resident State: PA