My practice is focused on helping my clients grow, protect, and distribute their wealth. The first step in the investment process is to gather your personal and financial information including investment experience, current assets, risk tolerance, liabilities and financial goals. After analyzing this information, we will develope an investment plan that can help realistically achieve your goals. I will engaged the appropriate team of specialists whose expertise will ensure your plan is properly set up. Further, our team of specialists will work with your current tax and legal professionals to make sure that everyone on your team is on the same page. The final step in our process will be to monitor and evaluate on a regular basis the plan to make sure that we are making progress towards achieving your financial goals. Service, communication and education are cornerstones in this process and what I promise to deliver. Specialties: Retirement Incoming Planning, Estate Planning, Equities, Taxable & Tax-Free Bonds, Annuities, Life Insurance Evaluations, 529 Educational Planning, Mutual Fund Evaluations, Deferred Compensation For more information about Janney, please see Janneys Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. 