I provide my clients with a local and personal financial services relationship that is supported by Equitable Advisors, a nationwide financial services organization. I have been providing financial services and products to clients for over 34 years with organizations such as Price Waterhouse & Co., UMWA Health & Retirement Funds and Equitable Advisors.
Financial services offered include:
- Retirement funding
- Business continuity
- Estate planning
- Educational funding
Financial products offered include:
- Mutual Funds
- Unit Investment Trusts
- Brokerage Accounts
- Annuities (Fixed and Variable)
- Stocks
- Bonds
- Money Market Funds
- CDs
- Life Insurance (Term, Universal, Variable Universal and Whole Life)
- Health/Disability/Long-term Care Insurance
- IRA (Roth, Traditional and Rollover)
- Coverdell Education Savings Accounts
- 529 College Savings Plans
- 401(k)
- 403(b)
I am a native of Johnstown and have lived in Western Pennsylvania all of my life.
Education
- CPA
- Bachelors in Economics from the University of Pittsburgh at Johnstown
- MBA from the University of Pittsburgh
- Retirement Planning Specialist by Equitable Advisors from The Wharton School of Executive Education
Organizations
I am a member of:
- The American Institute of Certified Public Accountants
- The Pennsylvania Institute of Certified Public Accountants
- The National Association of Insurance and Financial Advisors
- The Greater Johnstown / Cambria County Chamber of Commerce and the East Hills Business Association.
Please view the various calculators, newsletters, articles, e-seminars and the glossary available on my web site. Afterwards, give me a call.