Bio
Credentials
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Acredited Estate Planner
National Association of Estate Planners and CouncilsJan, 2015- Apr, 2026 -
Chartered Life Underwriter
American CollegeApr, 1988- Apr, 2026 -
Certified Financial Planner
CFP Board
Experience
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Lincoln Financial Network
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Pittsburgh, PA
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Investment Advisory Representative
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Jan 2005 - Present
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Pittsburgh, PA
Offering securities and advisory services through Lincoln Financial Securities Corporation, a member of the Securities Investor Protection Corporation (SIPC). Offering investment products in PA, FL, MD, WV, DE, ,CO, VA and MA. Branch office at 1717 Penn Avenue, Suite 5001, Pittsburgh, PA 15221. Offering investment advisory services in PA and MD. Also offering life, health and property/casualty insurance products from Lincoln and other respected insurance companies. Regulatory authorities and Lincoln prohibit use of endorsements or blogging. Please contact me at [email protected] or 866.562.9848.. LFS-1989854-010918
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Zeiders Enterprises, Inc.
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Various Military Installations
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Personal Financial Consultant
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Jun 2013 - Nov 2015
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Various Military Installations
A wonderful part-time weekend opportunity as a Department of Defense contractor providing financial education and individual counseling to military reserve personnel and their families. (This work is separate and apart from Lincoln Financial Securities.)
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MassMutual Financial Group
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Pittsburgh, PA
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Insurance Agent and Registered Representative
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Jan 1985 - Dec 2004
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Pittsburgh, PA
During this twenty year period I acquired training and experience as an agent, broker and registered representative for sale of investment products with a major mutual life insurance company and its securities subsidiary.
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US Army Reserve
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Several units in Western Pennsylvania
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Engineer Officer
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1974 - 1996
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Several units in Western Pennsylvania
Served six years in combat engineer units, several years in a command facilities engineer office and six years as a plans and operations officer within the Pittsburgh District, US Army Corps of Engineers. Graduate of the Engineer Advanced Course and the US Army Command and General Staff College.
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Education
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1976 - 1978The University of Western Ontario - Richard Ivey School of Business
MBA -
1975 - 1976College for Financial Planning
Studies leading to the Certified Financial Planner designation -
1975 - 1976The American College
Chartered Life Underwriter -
1964 - 1968Randolph-Macon College
BA
Suggested Services
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