Position:
Investment Adviser at Self
Work:
Self
since Dec 2010
-
Investment Adviser
Education:
University of Pittsburgh 1985 - 1989
Community College of Allegheny County 1986 - 1988
Central Catholic High School 1983 - 1985
Kiski School 1981 - 1983
Skills:
Annuities, Retirement Planning, Insurance, Estate Planning, Investments, Financial Planning, Long Term Care, Asset Protection, Wealth Management, Mutual Funds, Asset Allocation, Wealth, Financial Advisory, Portfolio Management, Asset Management, Annuity, Retirement, Fixed Income, Long-term Care, Investment Advisory, Pensions, Risk Management, Financial Markets, IRA's, Small Business, Insurance Planning, Tax, Investment Strategies, 401k, Disability Insurance, Retirement Income Strategies, Bonds, Term Life Insurance, Wealth Transfer
Interests:
Family, Church, Boating, Skiing, Cycling, outdoor activity, gadgets, music and many more.
Honor & Awards:
2 X Super Starter Award
2 X Aim Funds Million Dollar Round Table
9 X President Council Qualifier