Since joining Karr Barth in 1986 I have been providing guidance to individuals, small business owners and corporations that needed help in securing their current and financial future. The clients that I served over the years are busy individuals in their business or profession that want to establish trust with an advisor. With the resources at Karr Barth, I provide a balance between insurance and investment programs that help them meet their own individual financial goals.Specialities:The products and services that I have provided over the years include business succession, non-qualified benefits, estate preservation strategies, family protection, retirement and wealth accumulation, financial planning and employee benefits.MissionMy mission along with Karr Barth’s is to provide creative and practical financial programs for clients along with superior service. As a career advisor, I have received many production and achievement awards over the years. I have a degree in Accounting and an MBA in Finance from Temple University Fox School of Business. I have also taught Marketing at St. Joseph’s University. I have been involved with a number of local charities, including the Delaware Valley National Kidney Foundation and National Association of Mental Illness (NAMI); Baker Industries in Malvern, PA. I enjoy gardening, golf and fishing.Karr Barth Associates is not a registered investment advisors and is not operated by Equitable Advisors or Equitable Network. Important Information and Disclosures: http://bit.ly/2f98X9d. CA License insurance number#4108410