Graduated in 1972 from Towson University, Baltimore, MD, with a Bachelor of Science in Education.
Began his professional Insurance and Financial Services career in 1975 with John Hancock Mutual Life Insurance Co.
Graduate of the American College, Bryn Mawr, PA in 1985 where le received his Chartered Life Underwriter Certification.
Graduate of the American College, Bryn Mawr, PA In 1987, where he completed requirements for the Chartered Financial Consultant Certification.
Currently holds licenses in Life, Health, and Property & Casualty in Delaware & Maryland.
Served as moderator for Life Underwriters Training Council.
Served as President of Sussex Association of Insurance and Financial Advisors — 1993
Served as President of Delaware Association of Insurance and Financial Advisors — 1997, obtaining the Coveted Association Achievement Award.
2002 Recipient of “Douglas F. Bennetti” award which is the highest award given by Delaware Association of Insurance Financial Advisors.
Interviewed by Advisor Today, (NAIFA’s premier national publication), with numerous articles appearing in the periodicals.
Past President of Rehoboth Beach Sunrise Rotary Club — 2009
Also a long time member of Bethel United Methodist Church in Lewes, DE, serving in various leadership roles on the finance, stewardship, and lay leadership teams. Office address: 1143 Savannah Road, Savannah Station, Lewes, DE. 19958