Graduate of Temple University in 1981 with a degree in Business Administration and concentrations in Accounting, Finance and Taxes.
Licensed as an agent for life insurance, accident & health insurance, annuities in the following states: Colorado, Florida, Maryland, Massachusetts, and Pennsylvania.
Registered to sell investment products and services in the following states: Arizona, Colorado, Delaware, Florida, Maryland, New Hampshire, New Jersey, North Carolina, Pennsylvania. Virginia, and Wisconsin.
Certified by the American Society of Pension Actuaries as a Certified Pension Consultant since 1983.
Satisfied the requirements to practice before the Internal Revenue Service as an Enrolled Agent (EA).
Extensive experience in the design and administration of all types of qualified retirement plans.
Maintains continuing education requirements for above designations.