Founder, President Emeritus
With over 40 years in the financial services industry, Bud provides strategic guidance for the firm, is a founding member of the Ed Slott Elite Advisor Network, and enjoys working with individuals and corporate clients to solve their retirement planning needs. He is a Chartered Life Underwriter (CLU), is state insurance licensed and holds FINRA securities and principal registrations through Valmark Securities, Inc. Bud received a B.A. in History from Washington & Jefferson College.
After graduation, Bud was commissioned a 2nd Lieutenant in the United States Army and served in Vietnam as a decorated senior aviator. He travels abroad volunteering at a church camp in Puerto Rico as well as to Vietnam with the Vietnam Veterans Restoration Project. He also visits hospice patients and veterans weekly at a local VA Hospital with his therapy dog Buddy. Bud and his wife Jacque reside in Downingtown.« Back to Financial Advisor Team