I have my undergraduate degree and MBA from Wilkes University. Outside of financial services, I am very active with triathlon, competing in various Ironman races, and exploring the nation’s national parks. I also enjoy spending time with my family and St Bernards. My main business focus is educating and helping my clients save prior to retirement and manage their assets in retirement. From teaching a college finance class at Wilkes University, I feel educating my clients on their financial future is very important.
Focus on Educators
Since my mother is a public school educator, my main focus is educating and helping public school employees save for retirement.
With rising costs of college education, I aim to assist my clients in a plan to help them pay for their child’s college education.
My main focus is helping my clients diversify risk in order to protect that nest egg of money they have accumulated throughout their working career.
Contact by Phone
Contact by Text
Via MyRepChat: 570-405-9088