I have been in the financial planning industry since 1988 in numerous support and management roles. I joined Beacon Financial Partners in May, 2007 as the Chief Operations Officer. I am responsible for the day-to-day operations of the firm, which include HR, finances, and new business. My main focus is the growth and development of the staff. I am FINRA Series 7 registered and received my FINRA Registered Principal's registration in 2004 and oversee the compliance of the firm. In addition, I co-founded Jeremy Cares Inc, a non-profit, organization in my son's name with a mission to create moments of joys for families dealilng with pediatric illnesses. I am also honored to serve as a Stephen Minister at my local United Church of Christ. An associate of Lincoln Investment , Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Beacon Financial Advisory, LLC/Beacon Financial Partners and the above firm are independent and non-affiliated. This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision. Postings should not be considered testimonial or endorsement of our firm or advisors. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision.