Profile Description

Passionate about Your Future. Innovative about Your Options.

Given the many unknowns and challenges of long-term health care, I believe that a heavy dose of passion, expertise, creativity and straight-talk about your unique retirement needs can help build the future you want.

I take the time to understand your hopes, fears and priorities – the foundation of a lasting relationship. What I do is always personal, and I believe in direct and open communication – and in always providing an honest perspective. You can count on me to treat your dreams with integrity and care – and to offer carefully considered solutions that will help make those dreams a reality.

  • Gender Male
  • Affiliations Philadelphia Estate Planning Council, National Association of Senior Advocates
  • Years of Experience 36
  • Education The American College of Financial Services
  • Speciality Retirement Risk Management and Income Planning
  • Certifications Series 65 - Investment Adviser Representative
  • Designations Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU), Registered Employee Benefits Consultant (REBC)
  • Life Insurance
  • Medicare Supplements
  • Disability Insurance
  • Retirement Planning
  • Long-Term Care Insurance
  • Annuities


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