Education:
 

Bachelor of Science: Pennsylvania State University, State College, PA

Registrations:         

Series 6   - Mutual Funds and Variable Annuities                                                  
Series 63 - Registration in states in which business is conducted

 

 

 

 

January 2010-Present
 

Legacy Solutions, Inc. – Financial advisor for a corporation that specializes in wealth management, estate planning, retirement planning and executive benefits.  The firm is affiliated with Capital Analysts Incorporated which is an independent broker dealer that assists in securing and providing due diligence of select money managers and facilitating all securities activities which are cleared through National Financial Services (a division of Fidelity Investments).

 

October 2009-December 2009

 

Weinken & Associates- Financial Advisor for a firm represented by the Massachusetts Mutual Life Insurance Company.

 

July 2004-July 2009

 

PLANCO/The Hartford – Regional Marketing Director, worked as a liaison between various financial advisors and the Hartford, representing the Hartford’s annuities, mutual funds and pension plans. Worked closely with advisors to identify opportunities for their clients, as well as conducted individual client meetings and taught in group workshops.

 

 

 

Member of National Association of Insurance and Financial Advisors (NAIFA)           
Member of the Western Chester County Chamber of Commerce