Position:
Financial Advisor at Lehigh Valley Financial Group and Peerless Business Solutions, Real Estate Investor at High Time Properties
Location:
Lancaster, Pennsylvania Area
Work:
Lehigh Valley Financial Group and Peerless Business Solutions
- Lancaster, Pennsylvania Area since Oct 2005
-
Financial Advisor
High Time Properties
- Lebanon PA since May 2009
-
Real Estate Investor
Education:
Temple University - Fox School of Business and Management 2000 - 2002
MBA, Finance
Ithaca College 1993 - 1997
Bachelors, Health Care Administration
Salisbury HS
Skills:
Term Life Insurance, Permanent Life Insurance, Strategic Financial Planning, Holistic Financial Planning, Financial Analysis, Creative Real Estate Investing, Disability Insurance, Executive Benefit Strategies, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Retirement Planning, Qualified Retirement Plans, 401k Rollovers, 401k, Estate Planning, Income Properties, Personal Financial Planning, Financial Modeling, Special Needs, Business Planning, Buy-sell Agreements, Key Person Protection, Business Networking, Small Business