VP Financial Advisor | Shippensburg, PA
- Master of Business Administration (M.B.A.): Finance
- Certified Financial Planner (CFP)
- Health and life licenses
- Long Term Care (LTC) license
- Making finance easy to understand for my clients
- Wealth Building, retirement, and college planning
- Taking the time to look at the big picture and creating simple steps for client success
What "On the Spot" service means to meTaking away uncertainty for my clients. I teach them how to achieve realistic goals and turn financial chaos into successful planning. I love watching my clients’ faces light up when they know they can be financially independent.
Check out the background of this investment professional on FINRA’s BrokerCheck.
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