Organization
LMS Financial Services
25 South Main Street, #128
Yardley, Pennsylvania 19067
Phone: 215-504-7446
Fax: 215-504-7456
Cell: 215-801-9956
Email:Education
- Bachelor of Science Business Administration, Temple University, major: accounting, minor: economics and finance.
- Master of Business Administration, Washington University, St. Louis, MO
Employment
- Deloitte Touche &Co, CPA's, taxes and staff auditor
- CIGNA, financial analyst, marketing and product management
- Personal financial planning: estate and retirement planning including planned giving. Clients include business owners, retirees, corporate executives and professionals. Products include life and long-term care insurance, fringe benefits, mutual funds and annuities.
Affiliations
- Board of Directors, United Way of Bucks County
- Planned Giving Advisory Council, St. Mary Medical Center: provide guidance and advice in uses of life insurance in planned giving.
- Planned Giving Advisory Council, Temple University: provide guidance and advice in uses of life insurance in planned giving.
- Planned Giving Council of Greater Philadelphia, Treasurer and Chairman of annual Planned Giving Day Program (2001-2003).
- Bucks County Estate Planning Council
- Philadelphia Estate Planning Council
Public Speaking
- Albert Einstein Healthcare Network, Legacy Circle Celebration and Seminar Philadelphia, PA. "Uses of Wealth Replacement in Estate Planning", May 13, 2003.
- Planned Giving Council of Greater Philadelphia: "Uses of Life Insurance in Planned Giving" May, 2002
Disciplines
- Estate Planning: estate liquidity, equalization, organization, business succession
- Charitable Planned Giving
- Investment and Retirement Planning
- Insurance Planning and Analysis: life insurance, long-term care, fringe benefits
