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I have been with Liberty Mutual since 1983. My experience with having happy customers when they need Liberty Mutual most is what keeps me motivated to continue to reach out to help people with their insurance and financial needs. To better serve 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 an 18 year member of the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, (NAIFA), Liberty Mutual' s Hall of Fame, and a lifetime member of the industry's Million Dollar Roundtable, MDRT. I am a Penn State alumnus, class of 1982, Smeal College of Business. I acquired my securities license in1987 and offer investments and securities independently through Broker Dealer Financial Services Corp., MEMBER, FINRA, SIPC. I look forward to hearing from you!
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