As a service advisor I support our clients in various ways including, investment research, analytics, and trading. Most importantly, I have the opportunity to interact and provide daily service support to our clients.
I am a licensed investment advisor and have 18 years of work experience in the financial services industry. I received a Bachelor’s degree from Delaware Valley College and received an Master’s Degree in Finance from Temple University‘s Fox School of Business. I am a Certified Financial Planner™ (CFP) and hold FINRA Series 7 (General Securities Representative), 24 (General Securities Principal) and 63 (Uniform Securities Agent State Law) licenses and, the Pennsylvania Life and Health insurance license.
I live in Perkasie area and served as Judge of Elections for the 2nd ward, President of the Perkasie Rotary Club, and Treasurer of the Perkasie Industrial Development Board. I am currently a member of the Palisades Community and Delaware Valley University Choruses.