SVP Investment Advisor Manager | Mount Joy, PA
- BSBA Accounting—Xavier University
- Insurance and Securities licensed since 1987
- Named Cetera Advisor Networks Top Financial Institution Division Rep four times
- 401(k) rollovers and retirement distribution planning
- Individual stock trading
- Tactical portfolio design to take advantage of market fluctuations
What "On the Spot" service means to me
- Striving to make the complex simple
- Taking the jargon out of communicating with clients
- Treating others as we would want to be treated ourselves
Check out the background of this investment professional on FINRA’s BrokerCheck. (Opens in a new Window)
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