Areas of expertise include: personal financial planning, college education planning, investment advisory services, wealth management, retirement planning, and tax-managed investing.
LINC Wealth Solutions is a Registered Investment Advisor, with the Department of Banking & Securities - Commonwealth of Pennsylvania.
LINC Wealth Solutions helps young professionals to plan for and achieve their personal financial goals. Our solutions help those in their 20's - 40's pay off debt, invest prudently, educate their children, save on taxes, and plan for their retirement. Our independent and objective advice is available to those making the biggest financial decisions of their lives.