Financial advisor building relationships with clients based on their goals and a strong foundation. Financial strategies-investment advice-insurance.
The Greater Philadelphia community has been my home all of my life. I live, work, and volunteer here. Educating clients, building relationships, and giving back are the bedrock of who I am.
Get to know me:
I believe in relationships... Strong relationships are built on trust, communication, and shared experiences.
I believe in being a part of the community... Giving of yourself strengthens everyone in the community. I volunteer my spare time by supporting the Rocky Run YMCA, the Delaware County Chamber of Commerce, and the Penn State Brandywine Alumni Society.
I believe our past propels us into the future... My ongoing success springs from my family background, my education at Monsignor Bonner High School & Penn State University, and my financial services background which began in 2004.
I believe in caring... "No one cares what you know until you know that you care." Caring about another person allows you to serve them more fully.
I believe in education... Continuous learning and sharing of knowledge with others creates the foundation for passing on knowledge.
I believe in transparency... Knowing where you stand and what to expect eliminates the guessing game.
I believe in reliability... Setting expectations and following through on action items establishes a strong track record.
I am a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisor services are offered through Securian Financial Service, Inc., member FINRA/SIPC. Wechsler Marsico Simpson is independently owned and operated.
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