Helping business owners and individuals maximize their wealth and philanthropic intentions. My work with top professionals in the financial services industry has enabled me to offer my clients access to extensive resources. Through a team approach and our Business Strategies Group we help our clients with business succession, executive benefits, retirement plans, group benefits, and corporate owned life insurance. My focus is in the areas of supplemental executive benefits and personal wealth management.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD 21031, (667) 318-0801. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS and Financial Growth Partners are wholly owned subsidiaries of Guardian. SASTA Financial Group is not an affiliate or subsidiary of PAS or Guardian.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

I work with financial advisors throughout the Mid Central area to maximize the growth and success of their practices. LFG was established in 1977 and today has offices in Western Pennsylvania, Ohio, Kentucky, West Virginia, Indiana, and Michigan. We offer our clients investment advisory, risk management, business planning, and personal financial planning services.

As President and CEO of Advancement Concepts, I use my investment experience and client-focused perspective to drive our team's focus on supporting colleges, universities and individual's financial goals with an innovative approach to planning. Since 1993, I have fostered long term success for my clients and teams using a modern approach to financial services. I also support our firm's meaningful growth through a time-tested process to find and mentor promising Financial Advisors.

-Supervised over 100 Registered Representatives and Dual Professionals.-Hired and developed 66 Registered Representatives over 6 years.-Accomplished retention rate of more than 200% of the industry average.-Moved branch from bottom quartile to top quartile in overall performance within one year.