Licenses and Certifications
- Certified Public Accountant
- Life and health Insurance Agent
- Series 6 Investment Company Products/Variable Contracts
- Series 63 Uniform Securities Agent State Law Examination
Education
- Bachelor of Science – Kutztown University
- Graduated December 1988
Professional History
- Independence Planning Group (2004-present)
- Craig J. Schafer and Company (1995 – 2010)
- Deloitte & Touche (1988 – 1994)
Past and Present Professional Organizations and Committees
- American Institute of Certified Public Accountants
- Estate Planning Council of the Lehigh Valley
- National Association of Insurance and Financial Advisors
- Pennsylvania Institute of Certified Public Accountants
Registered Representative of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H70781. Not practicing CPA for Guardian or its subsidiaries or affiliates.