My Qualifications

I have been working in the Financial Services Industry helping individuals and business owners for over 30 years; and have extensive personal and professional experience.

My professional licenses are: Series 24 Registered Principal, Series 7 General Securities Representative, Series 66 Investment Advisor Representative, Series 63 State Securities License, and Life and Health Insurance. I own and operate as Branch Manager, an independent branch office of Cantella & Co., Inc.

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and to participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I am looking forward to using my expertise to help you pursue your financial goals.