SVP Regional Sales Manager | Chambersburg, PA
- BA management-Moravian College
- Chartered Retirement Plan Specialist
- Designing and implementing retirement plans
- Help my clients effectively grow, maintain, and distribute their wealth
- Help clients understand the complex world of investing in a simple manner so they can make informed decisions
- Help my clients feel comfortable with their financial plan
What "On the Spot" service means to me
- Taking ownership of an issue
- Being responsive
- Being accessible
Check out the background of this investment professional on FINRA’s BrokerCheck. (Opens in a new Window)
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