Experienced financial planner and retirement specialist, successfully managed 3,000+ clients with over $2.3 billion in assets and $44 million under active management. Passionately, and proactively, grows and deepens relationships both with clients and team members alike. Excels at efficiently interfacing with clients and team members at all levels to exceed organizational and personal goals. Operates best in environments where leadership and relationship managent skills are the keys to success and exceptional service standards are top priority.

Highlights:

• Retirement
• Mutual fund
• Insurance
• Series 7
• CFP
• Series 63
• Philadelphia Area
• Series 6