Throughout my 30 year career, I have helped investors preserve, manage and grow their wealth in order to meet their short and long term objectives. By using a comprehensive approach to financial planning, I am able to recommend the most appropriate investments that meet their needs and risk tolerance. My practice includes offering my clients retirement and insurance planning: equities, tax-free & taxable bonds and annuities. This approach is designed to assist individual investors, families and businesses in retirement and estate planning as well as meeting their daily income needs.Prior to joining Janney, I spent more than 13 years with Advest, Inc. where I ran an office of 20 employees and earned Branch Manager of the Year award three times. In 1999 I became a Retirement Planning Specialist with Tucker Anthony, and in 2001 accepted a role within Janney Montgomery Scott. I was in search of a strong regional firm with a conservative reputation and that allowed me the ability to operate independently. I have since earned a seat on the Annual Master’s Club list and am currently First Vice President/Investments.