Insurance and Financial Advice
With over 100 years of combined professional insurance expertise, my associates and I have the experience to serve most members of our community. We would be pleased to provide professional and personal references.
We provide insurance products such as life, disability, long-term care, international travel/medical as well as annuities. These may be provided on a single need basis or as part of a comprehensive financial plan.
News & Information
Dear Friends, Colleagues, Associates and Neighbors
After nearly a 50-year insurance career, I have decided to close my Paoli office and establish an office at home. For the time being I …Read More »How End-of-Life Documents Are Like a Love Letter
I have a mission: to create a truly comprehensive end-of-life checklist. Over the years I often have discussed end-of-life planning with my clients. Their prior planning …Read More »End-of-Life Planning- it’s more than just wills & estates.
Are you on social media? Most of us are, on one platform or another. If anything happens to you, what happens to your account? How about …Read More »
About Our Firm
We work for our clients, providing them with independent advice when it comes to financial planning and insurance. We partner with clients, listening to them and developing a comprehensive plan that meets their needs.