Bachelor of Arts from East Stroudsburg University
Associate of Arts from Northampton Community College
Major: Business Administration
Associate of Science from Northampton Community College
Manager, Special Initiatives at Pocono Mountains United Way
Qualifications for Office
I am running for Treasurer because I have the skills and experience to implement the fiscal responsibility we need, while also providing better service to our residents. I am an Eagle Scout from Troop 86, and I hold three degrees in Finance, Business Administration, and Accounting.
I work for a great nonprofit – Pocono Mountains United Way (PMUW), serving technology, resource development, and programming needs of the organization. I manage our pledge processing database staff member who is responsible for keeping track of the multi-million-dollar budget of donations and grants that flows into United Way. I am the director of PMUW's Volunteer Income Tax Assistance Program, where I manage three other staff members and oversee a dozen volunteer tax preparers during each tax season. Besides program management, I also quality review the prepared returns to ensure accuracy. Our free tax preparation program serves hundreds of individuals in need each year in Monroe County, ensuring they receive all the tax credits they are entitled to, at no cost to them.
Regarding technology, I am PMUW's in-house I.T. "team", managing the network, our website, and acting as our Microsoft 365 Global Admin. I have a love of finance, an understanding of technology, and I combine these with my passion for helping others.
If elected, I will do my best to serve all residents of Monroe County with respect, manage our limited funds wisely, and advocate for those in need in our community.
The Treasurer’s office is an important office that controls the inflow of funds into the county, issues licenses, and collects the hotel tax. The Treasurer sits on the Retirement Board, where they make recommendations for the management of Monroe's $100+ Million pension fund.
My opponent has not made necessary changes to improve the office during her tenure. I will continue to store County funds in the highest interest rate banks we can find, while also implementing:
Technology upgrades that make our licensing website better, and that make a more efficient office.
Operational changes to do more good - e.g. sending helpful info on rebates or the community helpline along with tax bills.
Most important to me, our Pension Fund wastes HUNDREDS OF THOUSANDS of dollars each year. We pay an advisor 6-figures, who recommends investing in high-fee mutual funds, which then underperform when compared to a general index of the stock market. If elected, I will work to stop this waste right away.
East Stroudsburg High School Graduate 1977 - Attended Classes at East Stroudsburg University
Monroe County Treasurer
Qualifications for Office
40 Years Banking Experience. Treasurer of Monroe County for 3.5 years. Leadership - Dedication - Experience
I have been Monroe County Treasurer for the past 3.5 years seeking re-election. Prior to becoming Treasurer I had 40 years of banking knowledge and experience that I brought to the Treasurer's office making an immediate impact. I reviewed all the financial statements and made the decision to close 15 accounts moving them to different banks in the area. The transition when very smooth and was flawless. Our interest earnings has generated over $1.6 million dollars of interest earnings revenue for the taxpayers of Monroe County. I upgraded technology increasing daily productivity scanning all files and documents that can be utilized more efficiently saving both time and money. I am fiscally responsible for all county funds making sure the funds are available for processing all payments and the bank accounts are earning the highest rates possible.