Credentials

• 20 years experience in personal Wealth & Trust
• Certified Trust and Financial Advisor (CTFA)
• Alvernia University graduate
• Berks Estate Planning Council Member
• Fiduciary Education Foundation board member

Specialties

• Financial planning
• Corporate fiduciary serving as power of attorney, guardian, trustee, and executor.
• Investment management
• Special needs trust

What "On the Spot" service means to me

Being accessible to my clients to listen and provide solutions to their needs and goals.