As CCO, I compile and submit required government filings and monitor compliance systems. Additionally, I am involved in investment research, analytics, and trading. What I most enjoy about my role is interacting with and providing daily service support to our clients.
I am a licensed investment advisor with 28 years of work experience in the financial services industry. I have a Bachelor’s degree from Delaware Valley College and a Master’s in Finance from Temple University Fox School of Business.
I live in Perkasie and have served as Judge of Elections for the 2nd ward, President of the Perkasie Rotary Club, and Treasurer of the Perkasie Industrial Development Board. I am an avid runner and am currently a member of the Valley Choral Society, Twelfth Night, and Summer Harmony Choruses.
I am a Certified Financial Planner™ (CFP). I also hold licenses for 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Adviser Law), as well as the Pennsylvania Life and Health Insurance license.