Financial Services Representative


I offer total financial needs analysis through a network of experienced professionals with expertise in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services 
• Business continuation strategies 
• Trust services 

I am licensed to sell insurance in New Jersey, Pennsylvania and securities in Pennsylvania. I am a registered representative of and offer securities and investment services through MML Investors Services, LLC, member SIPC ( Supervisory address 3701 Corporate Parkway, Suite 320 Center Valley, PA 18034.

Additional Information

Self Certify Yes

Military Service National Guard

How Did You Find Us? Web

Years of Service 2007-present


3701 Corporate Parkway
suite 320
Center Valley, Pennsylvania 18034
United States


  • Business succession and exit planning
  • Key employee retention
  • Build business value
  • By sell agreements
  • Lower fees
  • Lower Taxes
  • Employer benefit options
  • Family/ Individual retirement planning and needs analysis
  • Investment strategies
  • Service with prescriptive solutions
  • Insurances
  • US Marine Corps
  • US Navy
  • US Army
  • US Airforce
  • US Coast Guard
  • US National Guard
  • Air National Guard


Mon-Fri 0800-2000 Sat-0900-1400

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