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

Certify That you were in the Service 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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