Professional Affiliations:

·        American Institute of Certified Public Accountants (AICPA)

·        Pennsylvania Institute of Certified Public Accountants (PICPA)

·        New Jersey Society of Certified Public Accountants (NJSCPA)

·        International Board of Standards and Practices for Certified Financial Planners

Licenses:

·        Certified Public Accountant (CPA)-Pennsylvania and New Jersey
×             Certified Financial Planner (CFP)

Past Employment Affiliation:

·        Senior Tax Manager – Ernst & Young LLP

Education:

·        B.S. Accounting (Magna Cum Laude)-Rider University, Lawrenceville, NJ

·        M.B.A – Rider University, Lawrenceville, NJ

Community:

      >       First National Bank & Trust Company of Newtown- Board of Directors      
      >       Community Welfare Council, Inc- Board of Directors      
      >       Credit Counseling Center of Bucks County- Treasurer/Board of Directors  
      >       Kiwanis Club Of Council Rock