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Thanks for visiting my website! I have been an agent with Liberty Mutual since 1983, and am most grateful for my customer's loyalty over the years. My customers tell me of the great job Liberty Mutual has done when they have needed us most, and that is what keeps me energized and excited to help people with their insurance and financial needs.
To better protect my customers, I have achieved the Certified Financial Planner, CFP® certification, and the Chartered Life Underwriter, CLU and Life Underwriter Training Council Fellow, LUTCF designations. I am also a 18 year member of the Society of Financial Services Professionals, 18 year member of the National Association of Insurance and Financial Advisors, (NAIFA) and a lifetime member of the industry's Million Dollar Roundtable, MDRT, and a member of Liberty Mutual's Hall of Fame. I am a Penn State alumnus, class of 1982, Smeal College of Business.
to learn about the many comprehensive and cost-effective insurance programs Liberty Mutual has to offer to individuals, companies, colleges, and other organizations.
I am affiliated as a registered representative with Broker Dealer Financial Services Corp. (BDFS). I can offer mutual funds, variable annuities, variable life products and other retirement products. Securities Offered Through Broker Dealer Financial Services Corp. Member FINRA, SIPC
Thanks again, Jim