GROWING AND PRESERVING WEALTH
Welcome to my Website, where you’ll find a wealth of information in the form of articles, calculators, and research reports.
For over 30 years, I have dedicated my career to guiding investors through some of life’s most challenging financial situations. Through consultation, education and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, I have helped many clients accumulate, grow, preserve and enjoy their wealth.
In order to replicate that success in today’s ever-changing marketplace, communication is critical. This website will serve to facilitate our communication process, address your investment questions and enable you to access your account online—all from the comfort of your home or office. Of course, I welcome your questions and comments either by phone or email, so please do not hesitate to contact me.
My colleagues and I at Janney have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Click Here for the Financial Check List for Engaged Couples
Click Here for the Five Questions About Long Term Care
Click Here for Janney's Monthly Investment Perspectives