Financial & Investment Services
I live in Mifflintown and meet with you when and where it is mutually convenient.
- Virtual or in person
- The convenience of your own home
- Evenings, weekends available
Twenty plus years experience in financial services
Entrepreneurial, established and sold businesses - I understand small business needs
Insurance Licensed: Life, Accident & Health, Property and Casualty, Variable Life & Variable Annuities
Securities Licensed: Series 6/63, 65
Mortgage Loan Originator: NMLS# 2084151, Mtg Licensed in PA. Primerica Mortgage, LLC NMLS# 1723477
I believe people should define their finances, instead of being defined by their finances and help people to be what they were created to be, rather than be limited by what they have on hand. I mentor clients to reach their full potential, encouraging them to accomplish their dreams and goals.