Graduate of Phillipsburg High School, Phillipsburg, New Jersey.
Married in 1965, four children, 8 grandchildren and one great-grandchild.
Has been in the financial services business since 1967.
Schooling & Experiences:
Graduate of Professional School of Business.
Graduate of LUTC I, II, and Health, the trade school for insurance.
Graduate of Graceland College Center for Estate & Business Planning.
Instructor of Financial Planning Seminars at Allentown College and at Lehigh County and Northampton County Community Colleges.
Certified Senior Advisor.
Former Host of Radio Show, “Financially Speaking,” on WGPA Sunny 1100AM in Bethlehem PA.
Member of Who’s Who Worldwide of Global Business Leaders.
Member of Who’s Who Executives & Professionals.
Member of the Better Business Bureau of the Lehigh Valley.
Registered with FINRA.
Past President of Easton & vicinity Life Underwriters Association (insurance) trade organization. (PA)
Formerly served on the Board of Pensions for the Evangelical Congregational Church Denomination and their investment committee.
Formerly served as Chairperson of the Charitable-Giving Committee for Twin Pines Camp Board of Directors.
Long term health care
Tax deferred annuities
SPIA (single premium immediate annuity)
Independent Agent dealing with the following Companies:
Prudential - Jackson National - ING - Allianz Life - Banker’s Life - Liberty Bankers - Western Catholic Union - KSKJ Life - And many others
We provide excellent financial services to the entire Lehigh Valley PA including Allentown, Bethlehem, Easton, Whitehall, Northampton & Macungie, as well as areas in New Jersey, Indiana, North Carolina & West Virginia. Let's Talk Today!
2906 William Penn Highway, Suite 204,
Easton, Pa 18045