Financial credentials
- Chartered Life Underwriter®
- Series 6, 7, 9, 10, 24, 26, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
- VP - Head of Participant Retirement, Lincoln Financial Group, 1999-2011
- Financial Planner, AXA, 1991-1999
Education
- BS in Finance - Bryant University
- CLU - American College
Personal interests and affiliations
- Hunterdon County Chamber of Commerce - Member
- Resident of Hunterdon County