About My Practice
As co-owner of Horizon Financial Advisors, I have always made it a priority to help my clients gain the peace of mind that comes from knowing your decisions are being guided by a dedicated professional. My partner and staff focus on building lifetime relationships with individuals and families by offering flexible financial services in step with your needs. Call or visit us to see how we provide the benefits of a large-size firm but the personal attention and customer service of a small one.
Experience
I have 24 years of experience in the financial services industry and have been co-owner of Horizon Financial Advisors for 19 years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: PA, Health/disability insurance: PA, Fixed annuities: PA, Variable annuities: PA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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