I am a Wealth Advisor with CSP Financial Group and have over 40 years’ experience in the financial services industry. I graduated from Rutgers University, New Jersey with an MBA in Finance. I earned a Bachelor of Arts Degree in Business Administration with a major in Economics from Waynesburg University, Pennsylvania. I have the following registrations: series 7, 63, 65 and 66. I also hold state Life/Health/Disability and Variable Contracts Licenses and is a member of the Financial Planning Association. I am an Accredited Investment Fiduciary (AIF).I am fortunate that I am able to introduce my clients to one of the most sophisticated ways to invest using empirically tested academic research. Our purpose is to empower families in discovering their true purpose for money by transforming the investment experience, leaving them with freedom, fulfillment and love.