As a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer, I have been working with public school employees for over 35 years. I have experience with helping them plan for retirement, deciding on college funding for their children, and protecting them and their families through Long Term Care plans and life insurance. I have solid knowledge of PSERS, the retirement system for public school employees in Pennsylvania. My knowledge of this system and working with hundreds of retirees over the years has allowed me to put many people at ease in making very important retirement decisions.
Retirement planning with PSERS participants using 403b and IRA plans. Always emphasizing the need to plan early for all financial goals.
Financial guidance for all stages of life, early years through retirement and beyond. Because of my experience I have worked with people through the beginning of their careers to guiding them through the retirement process. Seeing my clients enjoy their retirement years because of financial decisions they made previously is a true joy.
College funding, life insurance and Long Term Care plans. Helping people find plans that are important in everyday life. Showing the importance of protecting their families and themselves.
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