With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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Experience in the financial services industry since 2008.
BA in Economics from the University of Connecticut
BA in Political Science from the University of Connecticut
Series 7, 66, and Life & Health Insurance Licensed
Experience in the financial services industry since 2017
Notary Public
Experience in the financial services industry since 2007
BA in Psychology from Millersville University
Experience in the financial services industry since 2013.
BS in Sports Medicine from West Chester University
MA in Education from Sierra Nevada University
Series 6, 7, 63, 65 and PA Life Insurance
Experience in the financial services industry since 2013
Experience working with financial planning clients since 2020
BS in Accounting from Penn State University
BS in Economics from Penn State University
BA of Business Administration from Shippensburg University
Experience in the financial services industry since 1998
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