Overview

I am currently working within an infrastructure that has growth capabilities. We have a tax team of five Enrolled Agents, CPA, insurance department and full service staff. I provide portfolio management services for six other advisors with $300mm under management in addition to my personal book of business.

I offer full service, wholistic financial planning with an emphasis on client satisfaction. I am a Certified Financial Planner with a background in portfolio management, trusts, and estates. I also have served on several non-profit boards in the West Chester community.

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