Westerm Wealth Management
Investment Advisor Representative
Ntb Financial Dec 2015 - Jun 2019
Investment Advisor Representative
Dynasty Capital Management Sep 2013 - Dec 2015
Investment Advisor Representative
Dynasty Capital Partners Oct 2010 - Oct 2013
Financial Advisor
Peak One Financial Llc Oct 2010 - Oct 2013
Financial Advisor
Education:
Bowling Green State University 1980 - 1981
Master of Business Administration, Masters, Business
Westminster College (Pa) 1976 - 1980
Bachelors, Business, Accounting
Skills:
Retirement Plan Consulting Insurance Whole Life Wealth Asset Financial Advisory Retirement Planning Multi Generational Wealth Transfer Term Life Insurance Universal Life Long Term Care Insurance Wealth Preservation Planning Asset Protection Wealth Accumulation Wealth Management Wealth Accumulation Strategies Tax Free Income College Savings Plans Personal Financial Planning Securities Life Insurance Strategic Financial Planning Retirement Finance Mortgage Lending Iras Employee Benefits Personal Finance Investments Financial Services Estate Planning Asset Management Real Estate Fixed Annuities Small Business Investment Advisory Asset Allocation 401K Rollovers Financial Planning Investment Strategies Retirement Income Planning Indexed Universal Life Asset Accumulation Wealth Transfer Tax Free Retirement Financial Wellness Relationship Management Loans Financial Goals Portfolio Management