Education

In my best effort to serve in your behalf, I have committed to a higher level of continuing education. In the spring of 2010, I completed the Accredited Wealth Management Advisor^SM certification from the Wharton School of the University of Pennsylvania. This six month executive educational program at Janney University was completed in collaboration with the College for Financial Planning. My Chartered Retirement Plan Specialist^SM designation was also completed through the College for Financial Planning in June of 2008. Each day of my over 20 year career as a Financial Consultant has been devoted to expanding my knowledge beyond my Bachelor of Science in Accounting attained in 1981 from Bloomsburg University.  I am a Radnor High School graduate of the class of 1977.