Chief Executive Officer
Achievements:
Education:
Services:
I graduated in 1989 from Wagner College where I earned a Bachelor of Science degree in Business Administration. I immediately entered the Investment world, where I have earned the Series 6, 7, 24, 63, and 66 as well as holding my Life Accident & Health License. Shortly thereafter I earned my designation as a Certified Financial Planner (CFP®), which allows me to be kept abreast of the necessary information which may pertain to my clients.
I have been married for over 31 years to my college sweetheart and we have 3 adult children, two of which work in the Finance Industry at Menna Wealth Planning Group Inc., and one who has completed studies to be a Secondary Math Teacher.
Through the decades, I have assisted clients to achieve their financial goals and dreams, which is one of the most rewarding aspects of my career. My career has spanned over 3 decades. Despite the fluctuations in the economy, having an open mind, a comprehensive understanding, and a planning intelligence allows me to help clients attain their goals.
