“Veterans Accredited Claims Agent”

Warren Buffet is quoted as having two rules when it comes to investing: “ Rule #1, Never lose money and Rule #2, See Rule #1”.   While I believe it is important for your assets to grow it is equally important that you never lose money.  Additionally, I believe it is important to position your assets so they provide you with protection against living too long, dying to soon or needing assistance with the activities of daily living.

I am originally from Monessen, Pennsylvania and have been residing in Lee County since 1980.  I graduated from California University of Pa. in 1974 after serving in the U.S. Air Force during the Vietnam War.  I am married and have two sons who attended Lee County schools.

I have successfully completed numerous professional seminars and industry training sessions focusing on the senior market.  I am often invited to present educational seminars to help inform the public about asset protection and income distribution.  I look forward to working with you.