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4201 Lilac Ct.
Upper Gwynedd, PA 19446

Your Financial Planning Advocate

The financial world can be difficult to navigate. It’s important to have a financial planning expert on your side.

Whether you are in the beginning stages of your career, managing a small business, planning for your child’s education, or looking forward to retirement, you need a solid plan in place to feel confident that you’ll be able to weather life’s major changes.

As a former educator, I believe in giving my clients the right information they need to feel knowledgeable and informed about their financial investments—working collaboratively with each client to explain and create that solid financial plan in Bucks County.

Every client has unique financial circumstances and challenges. The foundation of my business is my ability to listen to and learn about short and long-term goals—both personal and professional—in order to develop an individual financial road map for each and every client to create, grow, manage and preserve wealth. 

Successful individuals and families work with me to:

  • Understand and learn the various types of investment options and tools available.
  • Develop a comprehensive wealth management plan based on their financial goals.
  • Make smarter decisions in today's tumultuous political, economic and social environment.
  • Establish investment objectives and obtain a professional opinion from an independent advisor with no proprietary products.

No matter what stage of life you’re in, I’m confident that I’ll be able to collaborate with you as a Bucks County financial planning expert, and provide the guidance and support you need to fulfill your financial dreams. I work with clients in Bucks County, Montgomery County and Philadelphia PA to help them plan for their financial futures.

I look forward to working with you.

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