Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Risk Management Strategies, College Funding Strategies, Business Succession Planning, Retirement Income Planning, Charitable Giving, Special Care
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Born and Raised in Pittsburgh, PA. I am a graduate from Indiana University of Pennsylvania and hold degrees in Finance, Economics and Accounting from that institution. I studied the CFP program at Stockton Univerity and am currently enrolled in the Master of Science in Financial Services program at The American College. I currently reside in the community of Germantown Hills, Illinois. When not spending time with family and friends, I enjoy hiking in the spring/fall, skiing in the winter and boating in the summer.
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413 Jubilee Lane
Germantown Hills, IL 61548-8448