Business Address: 400 Market Street, Suite 360, Philadelphia, PA 19106
Securities Registrations : Series 6, 7, 63, 65
Life, Health, Disability
Investment Advisor Representative with Cetera Advisors LLC
Accredited Investment Fiduciary® Designee
Education: Temple University
Marketing/Finance
Current Practice: Personal Financial Planning
Business Insurance Planning
Retirement Planning
Estate Planning
Charitable Planning
Employee Benefits
Organization Affiliations: LeTip International
Center City Proprietors Association
Background: 2005 Joined Professional Planning Associates, Inc.
1996 Financial Planner
Started with Phoenix Wealth Management