I am a Consultant for DPL Financial Partners, a member organization that provides insurance consulting services for RIAs. I help DPL members find the best insurance solutions for their clients by working with the nation's top insurance carriers to deliver low-cost, commission-free insurance products.Registered Representative of The Leaders Group, Inc. member FINRA/SIPC.

Hybrid external wholesaler for East PA, NJ, NH and RI.Develop and maintain relationships with registered investment advisors and fee-based broker/dealer representatives.Drive the business development and financial sales of our innovative tax-deferred investment platform, Monument Advisor.Educate financial advisors on strategic approaches to managing taxes through asset location, and innovative ways to bring value to HNW clients.Qualify financial advisors for compatibility with the investment services Jefferson National offers and provide professional advice to identify the areas and situations the services will benefit their clients.Serve as a trusted resource to advisors for information and advice regarding retirement planning, specifically related to tax deferral platforms.I currently hold my Series 6, 63, and Life Insurance Licenses.