Qualifications
- Service as a Financial Advisor since 1999
- Graduate West Chester University, June 1999, B.S. Business Management
- Licensed to sell insurance in CO, DE, MD, MI, NC, NJ, PA, and VA and securities in CO, DE, MD, NC, NJ, PA, and VA.
- CERTIFIED FINANCIAL PLANNER ™ professional, certified by the CFP® Board of Standards
- Named in Philadelphia Magazine as a "Five Star Wealth Manager," 2013-2019 and 2022-2023*
- Series 6 Securities Registration, January 2000
- Series 63 Securities Registration, January 2000
- Series 65 Securities Registration, April 2003
- Series 7 Securities Registration, May 2006
- Investment Advisor Representative of MML Investor Services, LLC.
- Qualifying and Life Member MDRT – Million Dollar Round Table
*The award, issued by Five Star Professional, is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.
2023: Issued on 11/01/2023 for the period 02/13/2023 - 08/31/2023; 2022: Issued on 11/1/22, for the period 2/21/22 - 8/19/22; 2019: Issued on 11/01/19, for the period 12/6/18 - 07/19/19; 2018: Issued on 11/01/18, for the period 10/19/17 - 07/11/18; 2017: Issued on 07/01/17, for the period 10/19/16 - 05/04/17; 2016: Issued on 06/01/16, for the period 11/30/15 - 05/05/16; 2015: Issued on 07/01/15, for the period 11/30/14 - 05/05/15;2014: Issued 07/01/14, for the period 11/30/13 - 05/05/14; 2013: Issued on 07/01/13, for the period 11/30/12 - 05/05/13.