Experience

Legacy Planning Partners

• Financial Services
• 1 - 100 Employee

• Senior Advisor

  • Feb 2012 - Present

  Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Legacy Planning Partners, 600 W Germantown Pike, Suite 261, Plymouth Meeting, PA 19462, 484-534-2654. This communication is strictly intended for individuals residing in the states of PA, AZ, FL, IL, MS, NC, NJ, NY, TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html



LaPorte Asset Management, LLC

• Lemoyne, PA

• Owner/ Branch Manager/ Senior Financial Advisor

  • Nov 2006 - Nov 2011



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Advisor

  • May 1998 - Nov 2006