Graduate of Saint Joseph’s University with a Master's of Science degree with a major in Financial Services and a Bachelor of Science degree with a major in Management.
Graduate of the University of California Irvine CFP® Residency Program.
Certified as an Accredited Investment Fiduciary ® (AIF®) by The Center for Fiduciary Studies at the University of Pittsburgh.
Licensed as a Certified Financial Planner (CFP®) by the Certified Planner Board of Standards.
Certified as a Chartered Financial Consultant (ChFC) by the American College.
Successfully completed the following Financial Industry Regulatory Authority (FINRA) Examinations: Uniform Investment Advisor Law (Series 65), General Securities Representative (Series 7), Investment Company Products/Variable Contracts Limited Representative (Series 6), and the Uniform Securities Agent State Law (Series 63).
Certified as a Chartered Life Underwriter (CLU) by the American College.
Licensed as an agent for life insurance, accident & health insurance, annuities, and property/casualty in the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Rhode Island, Pennsylvania, Texas, Virginia, and Washington.
Employed in the financial services industry since 1983 and with MAGIS Financial Partners since 1987.
Maintains continuing education requirements for above registrations, designations, and licenses.
Member of National Association of Plan Advisors.
Member of the National Financial Planning Association and the Philadelphia & Tri-State Area Chapter of the Financial Planning Association.