Our Qualifications

I have been working with individual investors and families for over 25 years.  I use my extensive personal and professional experience in all areas of investment planning to help you pursue your goals. I hold multiple professional designations and am registered to provide a variety of financial products and services.


  • Accredited Wealth Management Advisor program, The Wharton School, University of Pennsylvania

  • Wealth Management Certification Program, The College for Financial Planning

  • Financial Planning Specialist, Citigroup

  • Guided Portfolio Management, Citigroup

  • Quantum Portfolio Management, Citigroup

  • Northeastern  University, Boston, Finance, 1989

  • Retirement and Trust Services, Prudential Series One and Two

  • Client Communications, AARP

  • Options Clerk, Philadelphia Stock Exchange

Registrations and Licenses

Series 3, Series 7, Series 65, Series 67 registrations

Life Insurance, Health Insurance, Variable Annuity licenses

My commentary has been heard on over 240 radio stations nationwide along with hundreds of websites and publications. The following is a partial list of where I have appeared over the course of my career.

Marketwatch                   Marketwatch Radio Network          Investment News

Smartmoney                  CNN Headline News                      CNN Money

Fox News                       Dow Jones News Service              Morningstar

NASDAQ                        Wall Street Journal                        WSJ Web Page

Kiplingers                      Reuters                                          Fidelity

ING                                Financial Times                             FoxMarketwire

Chicago Sun Times        Investors Business Daily               CBS Radio Netork

Post Tribune                     Yahoo Finance                            Pittsburgh Tribune  

Google Finance                National Post.com                       Associated Press

ChicagoChronicle.com    BlackEnterprise.com                     Baidu.comFinance 

Tribune Total Media         Baltimore Times                           Chicago Tribune

Patriot News                    The Dallas Morning News             Clear Channel Radio Network

Cox Radio Networks        KYW News Radio Philadelphia       TD Ameritrade

Street IQ                           Wall Street Journal Profile            Philadelphia Daily News 

LA Times                          LATimes Web Page                      Centre Daily Times 

Optionline                         Financial Advisor Magazine         Registered Rep Magazine

Daily Herald                      Financial Planning News              SmartBrief

Westwood One Radio       WSJ Retirement Debate                 Newslife

HelloBoomers                  FA-Mag                                          Financial Armegeddon

AccoutningCentral           FMI Exchange                                AdvancingWomen

Redwoodage                    Philadelphia Business Daily           Wealthshelf  

Seeking Alpha