I have continued my professional development by obtaining certifications which include CERTIFIED FINANCIAL PLANNER™ ,Chartered Retirement Planning Counselor,Chartered Financial Consultant, Chartered Advisor for Senior Living™,  and recently attained the Accredited Wealth Management Advisor^SM certification from The Wharton School of Business. I hold Series 7, 10, 31, and 63 licenses and Pennsylvania Life and Annuity licenses. 

I am a firm believer in the value of education, taking advantage of opportunities to keep myself on the forefront of educational endeavors to keep current with the trends of the global economy. After obtaining a B.S. from Pennsylvania State University, I attained an M.S. in Business and Managerial Science from Marywood University.

Since August 1999, I have served on the panel of the FINRA Board of Arbitrators. The panel is designed as a dispute resolution resource responsible for resolving issues between investors and securities firms. 

Together with my education, experience and certifications, I am able to offer my clients a broad range of services:

• Financial Planning
• Retirement Planning
• Insurance Planning
• Education Planning
• Mutual Funds
• Equities
• Tax Free & Taxable Bonds
• Annuities
• Stock Options
• Trust Services

The value of education goes beyond keeping yourself educated. The real value lies in teaching others. I have been an instructor at Penn State University, Marywood University, and most recently, Misericordia University. I take pride knowing I make a difference in people's lives. I continue to mentor business majors at the Penn State-Wilkes Barre campus.

I am a member of the Financial Planning Association.

In my spare time, my wife, Jill and I enjoy spending time with our two children, daughter Amy and her husband Carl, and our son, Adam. We are enjoying our two young grandsons, Coltin and Alex. I also completed necessary training and testing to be awarded a black belt in Hapkido Taekwondo and am currently an instructor at the Hapkido Teakwondo Institute.