Our Qualifications

I am a graduate of Villanova University, with a Bachelor of Accountancy. I have an MBA in Finance from St. Joseph`s University. I have been licensed to sell insurance since 1993. Over my career I have earned the professional designations; Certified Fund Specialist (CFS)and Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, PA. I have completed the (RHU) Registered Health Underwriter program established in 1979 to raise professional standards and improve the methods of selling and servicing disability income and health insurance. I have completed the (REBC) Registered Employee Benefits Consultant which is an employee benefits designation for employee benefits professionals granted by the American College.  I am currently studying for Certified Financial Planner (CFP) designation. Currently hold the following securities licenses:6,7,& 63, which allow for me to offer stocks, bonds, mutual funds, options, and variable insurance products.