I am pleased to be a Sr. Partner of 1847 Private Client Group, part of 1847Financial. Our firm is part of the Penn Mutual Life Insurance Company family and is a leader in the Delaware Valley in providing comprehensive insurance and wealth management advice and solutions to clients. I am part of a team that has vast breadth and depth of knowledge in areas of insurance, estate planning, investment advisory and retirement plans and planning. We endeavor to implement a client focused process of offering unbiased advice and providing solutions that move clients toward their stated goals. After implementing the appropriate plans and solutions we provide ongoing monitoring and adjustments to ensure our clients stay on track toward their long-term goals. I have experience in assisting families in accumulating wealth, preserving wealth and passing wealth on to future generations. My process involves helping my clients analyze their current situation, set goals for the future and then make and continually update a plan to get there. One of the more important steps is identifying risks that could short circuit the plan and taking steps to avoid them. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts. Please note that current regulatory policy does not allow me to receive endorsements of Skills& Expertise. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances.Securities & Investment Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org . 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com 1847 Private Client Group is unaffiliated with HTK and 1847Financial is affiliated with HTK.Approval code 7258316RG_Nov26