*Annuities; Life, Disability, and Long Term Care Insurance; also Mutual Funds*

Welcome to my Web Site.   I hope this portal will help you get the most from our business relationship.  Whether you'e in the Flagler/Palm Coast, Florida, area, in Pennsylvania, or in other states where I am licensed, I look forward to working with you.

My business goal is to to help people protect their business and individual financial futures.  Having worked with a great variety of people for 33 years in the Scranton, Pennsylvania area, I relocated to Florida. in 2006.   My Clarks Summit phone number 570-587-4763 will reach me directly at no cost to you from NE PA.  I welcome your calls.

Here in Palm Coast, Florida, I'm working with business and professional contacts to grow my business.  It's a new world for a displaced Yankee, but people are terrific and the weather is certainly different.   I now hold a Florida resident insurance license (#A271708) and hold non-resident licenses in Pennsylvania and several other states.   I'm excited about business here and in PA, and having fun.  My Florida phone number is 386-437-2224.

I keep up with professional continuing education, and hold these certifications and degrees:

  • Chartered Life Underwriter (CLU)  and Chartered Financial Consultant (ChFC) professional designations through The American College, Bryn Mawr, PA.
  • Accredied Estate Planner (AEP) through the National Association of Estate Planners and Councils
  • A Bachelors Degree in Political Science from Drew University, Madison, NJ.
  • A Masters Degree in Financial Services (MSFS) from The American College.

I hold Financial Industry Regulatory Authority, Inc. Registrations: Series 6, 7, 63, and 65.

 

I have a practical approach to offering advice and services to my clients.  We consider your specific financial goals and investment objectives, then together, we’ll form a strategy to help you achieve your goals.   Then, as a registered representative of The Leaders Group, and an agent with Insurance Resource Alliance,  I’ll recommend appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me.  Some activities include: 

  • New in January 2008, the Palm Coast Chamber of the Flagler County Chamber of Commerce surprised me with the 2007 Member of the Year award, presented they said "In Recognition of Your Outstanding Dedication, Commitment, and Support."  I continue as a Chamber Ambassador and member of several committees.
  • Charter Vice President of the new Estate Planning Council of the Fun Coast in the Flagler-Volusia County region of Florida.
  • Society of Financial Service Professionals, Jacksonville, FL Chapter member.
  • Florida Hospital Memorial Foundation, Planned Giving Advisory Committee member.
  • The Flagler Home Builders Association  - Associate member. 
  • Past President and still member of the Estate Planning Council of Northeastern Pennsylvania.
  • Past President of the Scranton, PA Rotary Club. 
  • Served as Lieutenant Commander and Intelligence Officer in US Naval Reserve.

If you have questions about your annuities, life or disability insurance, or long term care, I invite you to explore my website, and to give me a call.

Thanks for visiting.

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