What’s been happening:

I am an investment, insurance,and mortgage licensed professional and adviser. I primarily work with seniors and affluent families who need financial planning and insurance advice. I have two children who attend school in Lower Merion and they participate in sports, local theater groups and school shows. My wife,Joan, is a private mortgage banker and is also a graduate of PSU, class of 1979. We are busy with our kids activities, summer camp in Maryland, the South Jersey seashore, and weekend family get-togethers.