Position:
Wealth Advisory Strategist at Independence Wealth Strategies, an Office of MetLife, Senior Partner at Creative Financial Group
Location:
Greater Philadelphia Area
Work:
Independence Wealth Strategies, an Office of MetLife
since Apr 2012
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Wealth Advisory Strategist
Creative Financial Group
since Jul 1990
-
Senior Partner
Maxwell Financial Services, Ltd.
Feb 1986 - Jul 1990
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President
Education:
The Ohio State University Moritz College of Law 1977 - 1980
JD, Law
University of Delaware 1974 - 1977
B.A., music
Plymouth Whitemarsh Senior High School 1970 - 1973
High School
Ridge Park Elementary
Skills:
Strategic Financial Planning, Disability Insurance, Mutual Funds, Coaching, Estate Planning, Employee Benefits, Retirement Planning, Fixed Annuities, Financial Planners, 401k, Insurance, Life Insurance, Investments, Management, Wealth Management Services, Financial Services, Wealth Management, Leadership, Succession Planning, Long-term Care, Strategy, Finance, Strategic Planning
Interests:
music - co-composed film soundtrack (see www.hypnotistspassion.com)
Honor & Awards:
Chartered Financial Consultant designation, Certified Life Underwriter designation, Chartered Advisor in Philanthropy, Million Dollar Round Table, Life and Qualifying Member, Court of the Table, CFG Joseph V. Naselli Mentorship Award, Financial Planner of the Year, 2003 and 2007, New England Financial Hall of Fame, 2007