• Over 30 years experience in the financial services industry, including 18 years at Janney Montgomery Scott and 10 years at Smith Barney
• Specialize in assisting individuals plan for a comfortable retirement income that also factors in inflation.
• Focus on long-term planning, disciplined diversification, strategic asset allocation and educating clients
• Bachelors Degree, Economics and Business, Lafayette College, Easton, PA, 1979
• ChFC^© designation, 2011
• CFP^® designation, 1985
• Hearing Panel Volunteer/CFP Board Disciplinary & Ethics Commission
• Hobbies and interests include community development, ballroom dancing, container gardening, reading, enjoying and protecting nature.
• Vice President, Condominium Association Board
• Green Committee Member, Condominium Association
• Philadelphia Tree Tender, Pennsylvania Horticultural Society

Raymond James is not affiliated with the Condominium Association Board, Condominium Association and the Philadelphia Estate Planning Council.
You should discuss any tax or legal matters with the appropriate professional.