Financial Advisor
.Originally from the Philadelphia area, I moved to the beautiful Oley Valley in the mid 1990's. I have two daughters, Sydney and Madison. I have worked in the financial services industry for 28 years spending most of that time as a commercial lender for various banks that serve our immediate areas. My passions include Philadelphia sports, Penn State football and volunteering in my community. My volunteer efforts include time with The Daniel Boone Homestead, The Daniel Boone Optimist Club and The Boyertown Salvation Army. Past volunteer efforts include the Oley Valley Community Fair Association, The Berks-Mont Business Association. The Berks Opera Company, The March of Dimes and The American Heart Association, My role with Thrivent not only helps the individuals I serve but also helps the communities in which I live and work. Ask me more about how Thrivent can help you and your community!
- Board of Directors of The Daniel Boone Optimist Club
- Advisory Board Member-Salvation Army
- The Pennsylvania State University (BS, 1994)
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life, Health, and Annuity Insurance License (PA)
- Associates of Business Education, The Pennsylvania State University
- Associates of Mathematics, The Pennsylvania State University
- Bachelors of Criminology, The Pennsylvania State University
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Florida
- Pennsylvania
- Texas
Insights
Office location
Birdsboro Location
895 Monocacy Creek Road Suite 201
Birdsboro, PA 19508
Phone610-447-4872HoursBirdsboro, PA 19508
Monday through Thursday 9:00 A.M.-5:00 P.M.
Friday 9:00 A.M.-12:00 P.M.
Additional Hours by Appointment Only
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations