Year In Review
2019
Business
- Qualified for New York Life's President's Council1 , representing the top 8% of roughly 12,000 Agents at New York Life. 2019 was the 9th consecutive year of achieving this level or better (Executive Council annually from 2007- 2010, President’s Council annually from 2011-2016 and 2018, Chairman's Council in 2017).
- Obtained the Retirement Income Certified Professional (RICP®) designation from The American College.
- Became a Life Member of The Million Dollar Round Table, The Premier Association of Financial Professionals.2
Community Support
- Participated in the Weirton Area Chamber's High School Business Symposium, a day-long event helping area high school kids gain an understanding of business concepts.
- Continued support and fundraising efforts for Camp Erin, a bereavement camp for kids who have experienced the loss of a loved one.
- Coached our son's T-Ball teams in both the Spring and Fall sessions.
- Served as Chairman of the 2019 Jefferson County Chamber's Golf Classic.
- Selected as a new member of the Board of Directors for the Jefferson County Chamber of Commerce.
Personal [John]
- Camp turned 5 and began full-time kindergarten classes. Thankfully, he's loving everything about school so far!
- My wife, Erin, continued to successfully grow her real estate business with Howard Hanna Real Estate Services.
- Celebrated our wedding anniversary with a quick trip to Presque Isle State Park and the surrounding areas.
- We also took some vacation time at the beach in Wildwood, NJ, and with other family members in the Pocono Mountains.
Personal [Nicole]
- Surpassed 7 years working in our Steubenville Office.
- Vacationed at Myrtle Beach, SC, with her family.
- Hailey is now 3 and Steve is 9 ... where does the time go?
Products & Services We Offer
- Retirement planning
- 401(k) consolidation/rollover
- Traditional IRA and Roth IRAs
- Long-term care insurance
- Life insurance
- College savings and other investment options
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