Our Qualifications

Chartered Life Underwriter (CLU) designee Chartered Financial Consultant (ChFC) designee Registered Principal and Branch Manager with Lincoln Financial Securities Corporation Registered Investment Advisor Representative with Lincoln Financial Securities Corporation Completed Securities Exams Series 6,7,22,24,63 Attended Lycoming College, Elizabethtown College, and University of Pennsylvania Began career in the financial service field in 1971 Instructor of courses in Financial Planning, Retirement Planning, and Estate Planning at Immaculata College, Rosemont College, Cabrini College, Delaware County Community College and Penn State Current member and past president of Downingtown Lions Club. Past President of Summit Ridge Civic Association Past Treasurer, Messiah Lutheran Church Downingtown, Pa.