I have over 30 years of professional experience in financial planning and investment management. I attended Lycoming College from 1978 to 1982, where I earned my BA in Business. I am a member of the Financial Planning Association and the Society of Financial Service Professionals. I enjoy international travel and I am passionate about horses, boating, fishing, fine wine and gourmet cooking. I am active in fund raising activies for local charities such as the Bonnie Brae School and Residential Treatment...
Featured Advisor
Chief Executive Officer
Prestige Wealth Management Group
Flemington
New Jersey
Community - Investor Videos
Affluent investors consider different factors before retirement.
Affluent Investors were asked to ponder life after work.
Investors describe their experience when transitioning from employment to retirement.
Spectrem Group asked investors, "What can financial providers do to help their potential and current customers?"
Millionaire Corner and Spectrem Group asked if the Modern Portfolio Theory still apply.
