Our Mission:
We are committed to helping our clients grow and protect their wealth. We empower individuals to take control of their financial lives, and help people feel confident about their financial future. We accomplish this mission by offering comprehensive advisory services to help people prioritize and attain their financial goals. We champion our clients goals with passion and integrity and provide superior service in every aspect of our client experience.
My Goal:
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Our Commitment:
As a well-respected team of financial professionals, we will leverage our knowledge and experience to help our clients achieve financial freedom. We recognize the importance of preparing for the future and have positioned out team as a lifetime resource for each and every client and business we diligently serve.
PROFESSIONAL EXPERIENCE:
- Licensed to sell Life & Health Insurance and Variable Annuities in NJ, PA, and DE
- Licensed to sell Property and Casualty Insurance in NJ and PA
- Series 7 and series 66 securities registration
- Registered to offer securities products in NJ, PA, DE, NY, and FL
- Leader’s Conference Qualifier 2011, 2012, 2013, 2015
- Investment Adviser Representative of MML Investors Services, LLC
PERSONAL:
- Married with 2 children
- Resident of Havertown, PA
- Graduate of Drexel University - Philadelphia, PA
- Hobbies: Beach Volleyball, Indoor Volleyball, Hiking, Golf
ORGANIZATIONS:
- Member of Million Dollar Round Table
- Member of Society of Financial Service Professionals
- Member of Women in Financial Services
- Member of Women Working for Women