Our Qualifications

Philip has over 12 years of experience in the financial services industry.  He holds his Series 7, 66 & 31 licenses, as well as his PA insurance license and has earned the Chartered Retirement Planning Counselor designation through the College for Financial Planning.  Philip graduated from Duquesne University with a Liberal Arts degree as well as a Certificate in Accounting from the A.J. Palumbo School of Business.

Nicholas holds his Series 6, 7, 26, 63 & 65 licenses, as well as his PA insurance license.  He has also earned the Certified Retirement Counselor designation from InFRE, the International Foundation for Retirement Education.

James holds his Series 7, 63 & 65 licenses, as well as his PA insurance license.

Joe holds his Series 6, 63 & 65 licenses, as well as his WV, PA, OH, and MD insurance licenses.