Overview

I am looking to help transition a Retiring Financial Advisor. I served as an infantryman in the 10th Mountain Division from 1995 to 1998, and completed my studies at Penn State University in 2003. I have a BS in Business Management with a focus in Financial Services, and recently completed my MS in Personal Financial Planning through the College for Financial Planning. I have 16 years of experience all with the same firm and am looking to offer great deal terms for the right business mix. I have worked very hard to get to where I am, and I am very efficient at helping clients understand their financial and estate planning needs. Client Needs Always Come First!!!

Last Activity
6 months or more

Business Data

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