Location:
Lancaster, Pennsylvania Area
Work:
The Gold Group, LLC
Jan 2009 - Nov 2009
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Advanced Case Design Consultant
PNC Wealth Management
Jan 2008 - Jan 2009
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Vice President, Senior Wealth Planner
Benefit Concepts, Inc.
Nov 2004 - Jan 2008
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Advanced Case Design
The Madison Group, Inc.
Feb 2003 - Nov 2004
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Account Manager
Education:
University of Denver - Sturm College of Law 2005 - 2006
MT, TaxationLicensed in the State of Pennsylvania for Accident, Life, and Health.
Millersville University of Pennsylvania 1989 - 1994
BS, Speech Communications
Skills:
Advanced estate and tax planning strategies, funding of buy sell agreements, and executive compensation planning
Interests:
Hiking, running, participating in triathlons & half-marathons and traveling to national parks.