Experience

Wealth Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Oct 1986 - Present

  Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Wealth Strategies is not an affiliate or subsidiary of PAS. Wealth Strategies is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2022 Guardian. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.



Steel Velvet Investments Inc.

• President and Real Estate Broker

  • 1986 - Present

  Real Estate Brokerage and Exchange Counseling, Teaching Continuing Education courses on Exchange Counseling. Neither Park Avenue Securities, The Guardian Life Insurance Company of America, nor any of their affiliates of subsidaries endores or has any direct or indirest responsiblility with respect to this activity. Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity. Real Estate Brokerage and Exchange Counseling, Teaching Continuing Education courses on Exchange Counseling. Neither Park Avenue Securities, The Guardian Life Insurance Company of America, nor any of their affiliates of subsidaries endores or has any direct or indirest responsiblility with respect to this activity. Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.



Provident Mutual Life

• Agent

  • Jan 1962 - Jul 1987

  1) Business Insurance 2) Group Medical Insurance 3) Pension Planning 4) Estate and Charitable Planning 1) Business Insurance 2) Group Medical Insurance 3) Pension Planning 4) Estate and Charitable Planning



U.S Army

• Direct Commissioned AG Army Officer

  • 1967 - 1969