My responsibilities are as a Vice President for Sterling Investment Advisors which brings Investment Advisory and Consulting Services to Individuals, Corporate & Non-Profit entities.

In addition to exploring this page, please visit the Sterling website using the links below.

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570.820.0338


          

Personal Wealth Management

  • Financial Planning Services
  • Investment Advisory & Management Services
  • Estate Planning Analysis

Corporate/Business and Non-Profit Consulting

  • Retirement Plan Consulting 401(k), 403B, Profit Sharing                        
  • Defined Benefit Pension Plans                    
  • Business Continuation Planning
  • Manager of Managers Consulting
  •  529 College Savings Programs       







  • SPY = S&P 500
  • DIA = DOW JONES
  • ^IXIC = NASDAQ
  • ^MID = S&P 400 MIDCAP
  • VB = US SMALLCAP 1750
  • VEU = International (47 Countries)