My Services & Qualifications

I started my career in financial services over 30 years ago. During this time, I have had the opportunity to qualify for some industry-related awards. 

  • Lifetime Member of the Million Dollar Round Table (MDRT)
  • Obtained Life Underwriting Training Council Fellow designation (LUTCF)

​I am a tremendous advocate for the financial services industry and am dedicated to giving back to my local community. I have proudly served on many boards of local organizations throughout the years. Some of these include:

  • Member of the National Association of Insurance and Financial Advisors
  • Past President of Scranton Association of Life Underwriters
  • 2 Time Previous President of Lions Club and have continued membership for the past 26 years

Just as I am committed to the growth and well-being of my community, I am also committed to strengthening each and every relationship with my clients!

I offer many products and services to help clients meet their financial goals. Some of the products and services that I offer are the following:

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (though life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternative
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403 (b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Stocks & Bonds

If you have any questions regarding the products and services above, please don't hesitate to contact me at (570) 963-2219.