I have worked in the Wealth Management industry for my entire career and love it! I have spent the entire 37 years working as a portfolio manager and have deep respect for the financial markets as each they bring something new to consider. I am also a member of the Investment Committee for both the Acorn Club and St. David's Episcopal Church. Additionally, I am a former Treasurer and Chair of the Budget and Finance Committee of the ALS Greater Philadelphia Chapter.
My Experience
With over 35 years of experience guiding multiple generations of families I am humbled by the trust each client has placed in me to help them navigate their current and future goals. Developing the appropriate investment strategy to meet unique goals is not only rewarding but presents opportunities for ongoing education to ensure a full understanding of the dynamic economic and market landscape. Clients appreciate my sincere interest in them and their families as we work together to achieve their goals and to safeguard the financial legacy across generations. Overseeing a regional market of professionals who share my commitment to client service has been an honor and I enjoy the collaboration that comes with an excellent team.
Education
- Ohio Wesleyan University, Bachelor of Arts, French, Politics and Government with focus on International Studies
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Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!