My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think it’s important for you to know who these partners are and why I have chosen to work with them.
Cetera Financial Specialists is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years, Cetera’s family of companies has grown to manage over $110 billion in client assets, delivering award-winning* advisory products and solutions and sophisticated trading and technology platforms to me and other advisors across all 50 states. You can be confident that their tools, technology and support help make me more effective in our relationship with you.
Cetera Financial Group is the cornerstone of the retail advice division of RCS Capital Corporation, a publicly traded company (NYSE: RCAP) focused on serving the needs of investors with best-in-class solutions.
Bachelors Degree from Lehigh University, 1990 Certified Public Accountant Series 6, 63, 65 Investment Licenses Life and Health Insurance Licenses
550 California Road, Suite 4
P.O Box 218
Quakertown, PA 18951