About Us

Even after more than 40 years in financial services, I still love my work every day. I get excited about the chance to make a difference in the lives of our clients, often impacting the trajectory of their families over multiple generations — many of which I now have the pleasure of personally working with as well. The relationships I’ve built with clients bring me real joy and satisfaction, and I highly value being trusted to join them as they go through life’s many milestones, in times of celebration and trial alike.

To me, it’s personally rewarding to be a resource and guide for my clients, bringing them new ideas, new opportunities and new solutions as they strive to achieve their financial and life goals. I thrive on the challenge of navigating the ever-changing markets, and take pride in helping clients understand and respond to trends as well as make informed decisions through its many ups and downs. In addition to being our team leader, my area of focus on our team is municipal bonds. In my career I’ve been distinguished with many honors for performance and professionalism, including as a Forbes Best-in-State Wealth Advisor¹ in 2024, a Barron’s Top 12002 from 2015-2024 and Top 1000 Financial Advisor² from 2012-2014.

I grew up in Cheltenham and have called the Jenkintown area home since 1976, but recently moved to Villanova. I’m proud of my family’s deep roots in the Philadelphia area, which dates back to the American Revolution. Family time is of the utmost importance to me. My wife Anne and I have three adult children and love staying busy keeping up with our seven grandchildren. I have been fortunate to travel all over the globe to places like Africa, India, China and Europe. In my spare time I enjoy playing tennis and golf.

Education:
Juniata College
Villanova University Law School

 

Professional:
Attorney General’s Office April 1972 – October 1980
Drexel Burnham Lambert       1980 - 1989

Prudential Securities               1989 – 2003

Wachovia Securities               2003 – 2008

Wells Fargo Advisors              2008 – Present

 
<sub>1 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com).

2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com).

2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com).

2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com).

2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com).

2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com).

2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com).

2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com).

2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com).

2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2015(Source: Barrons.com).

The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
 

2014 Barron’s Top 1,000 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013 (Source: Barrons.com).

2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012 (Source: Barrons.com).

2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011 (Source: Barrons.com).

The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.</sub>

I believe successful client relationships are built on collaboration. The more I know about our clients, the better I can provide the information, insights and solutions they need when they need them most. I genuinely enjoy getting to know about our clients’ lives, families and businesses in order to play a meaningful role in helping them achieve financial freedom and success across generations. I bring to the table not only the experience of a decade in financial services but the professional foundation of my previous career in sales management. Throughout my career, my strong personal work ethic has fueled my capacity to learn and grow with every new experience. It’s how I continue to approach each new challenge and opportunity with our clients every day.

Since becoming a financial advisor, I’ve been fortunate to work with a wide range of clients, strategies and markets to deepen my capabilities in planning, investments and portfolio management, my area of focus on our team. I consider it essential to maintain a realistic perspective and take pride in being attentive and responsive to clients’ questions and requests 24/7. I go above and beyond to provide personalized, comprehensive options for clients, and I have the integrity to say “no,” which clients not only respect but count on.

Originally from Lower Merion, I live in Wynnewood, Pennsylvania today with my wife Carly, our 2 young children and our 2 dogs. I serve on the boards of the Philadelphia Holocaust Remembrance Foundation and the Montgomery Child Advocacy Project. A fan of Philadelphia’s pro sports, I also enjoy the outdoors, going to the gym and playing tennis.

 

Education:
University of Maryland

Professional:
Morgan Stanley 2007–2008
Symantec 2009–2013
AlephCloud Systems 2013–2014
Actiance, Inc. 2014–2015
Wells Fargo Advisors 2014–present

CA Insurance License Number: 0L59190 Resident State: PA

I want clients to know they never have to make another financial decision alone. Along with my team, I’m here as a trusted advocate and guide for answers, information, insight and solutions through every age and stage of their lives. My goal is to provide our clients with a range of opportunities to help them make informed choices for their families as they and their goals grow and change over time. What clients need and want today may look different in 5, 10 or 20 years, and I’m here to help empower them to navigate with confidence the changes, challenges and ups and downs they will experience in the markets and in their lives.

Over my more than 20-year career in financial services I’ve gained deep knowledge and honed the diverse professional acumen and agility that can only come with experience. I believe in advising clients for the long term, with a focus on avoiding loss and preserving capital. In addition, I strive to simplify the complexities of clients’ financial lives to help ensure they understand their options and potential impacts. My areas of specialty include wealth transfer strategies as well as options trading, annuities, mutual funds and life insurance.

A Philadelphia native, I’ve lived in Wayne since 2018. My wife Ashley and I are the proud parents of 2 young sons and a daughter and stay busy supporting their many activities. As a family we enjoy going to local sports events, visiting the zootrying new restaurants and exploring museumsspending the summer in Stone Harbor. I’m active a member ofin St. Katherines of Siena parish.  While aA t St. Joe’s Prep and Fordham University, I was a member of the men’s crew team.   Now an avid runnernational champion rower in high school and crew team member in college, I still row with St. Joseph’s Prep and Fordham Alumni Rowing Club. An avid runner, I’ve completed several half marathons and 5 full marathons and can usually be found on Sunday mornings running one of the many trails in the Philadelphia area.

Education:
Fordham University – Major: Finance, Minor: Economics

Certified Investment Management Analyst^® (CIMA^®) 

Professional:
Fidelity Investments xxxx–xxxx1999-2001
Deutsche Bank xxxx–xxxx2001
Group One Trading xxxx–xxxx2002-2011
Discovery Data xxxx–xxxx2012-2013
Capital Manager Group xxxx–xxxx2013-2015
Raymond James Investment Management 2015xxxx–2019
Wells Fargo Advisors 2019–present

Credentials:
Certified Investment Management Analyst^®

California Insurance License 4056337 Resident State: PA

My #1 goal is to help clients achieve what’s most important to them. To do this I focus on getting to know our clients on a deeper level in order to truly understand everything from their values to their priorities to their dreams. I strive to create a safe judgment-free space in which clients can ask questions, reveal concerns and share confidences about their financial lives. Mutual trust and respect are essential to successful client relationships, and I take pride in building and sustaining both.

I began my career in financial services with Wells Fargo Advisors in 2016. I believe my background and hands-on experience with banking and lending gives me a holistic view of the financial world. In and out of the office I’m passionate about working with people. As a professional and as a volunteer I consider it a privilege to help people make a meaningful difference in their lives. For clients that can mean preparing for retirement, contributing to a grandchild’s education, buying a vacation home, or making a gift to a nonprofit that’s important to them. I want clients to feel they have a trusted guide in their corner who’s rooting for them every step of the way.

Born and raised in St. Louis, I still call the area home. My husband Andrew and I are avid runners who enjoy spending time outdoors with our daughter, Blaire, and 2 beloved dogs, going camping, biking, hiking and snowboarding. Since college I’ve completed many 5Ks, 10Ks, half marathons and full marathons. I’m proud to share what I know and love about running as a volunteer coach with Girls on the Run, training girls from 3rd to 6th grade to run in 5K events.

 
Education:
University of Missouri – St. Louis

Professional:
Wells Fargo Advisors 2016–present

CA Insurance License Number: LIC#4205727- Resident State: MO

In my more than 40 years in financial services, there’s not much I haven’t seen, solved, sorted, learned or addressed. And yet one of the best parts of my job is that I never have the same day twice. I’m proud to have spent my entire career with one company. I got my start in 1978 with Drexel Burnham Lambert and watched the company change names 3 times, becoming Wells Fargo Advisors in 2009. I consider myself an expert at knowing my job, and I’m passionate about sharing my decades of knowledge and experience with our team and our clients.

In the management of day-to-day operations and account service there is no such thing as a “typical” day for me, and I do everything from assisting with account rollovers and transfers, to processing estate details, to handling trades for clients, while also ensuring internal systems and processes are running smoothly. My priority is to be reliable and responsive for clients who need information, answers and assistance, and to give them the confidence that whatever is needed will be taken care of. Known for my compassion and easygoing nature as well as my focus and meticulous attention to detail, I take pride in giving 100 percent effort every day.

Originally from Roxburgh, I’ve lived in East Norriton since 1992. I have an adult son, who lives with his wife in Ashville and is a member of the North Carolina Army National Guard, and I love being a grandmother to my young granddaughter. One of my favorite pastimes is taking day trips around the area, especially to buy fresh produce and Amish donuts. In my spare time I enjoy gardening, listening to country music, playing Wordle and other puzzles, and spending time with family and friends.

Professional:
Wells Fargo Advisors 1978–present

Credentials:
Series 7, 66 registered

During my more than 35 years in financial services I’ve strived to deliver an exceptional experience for clients with every interaction, no matter whether the task at hand is large or small. As someone who takes to heart the concept of service with a smile, I’m proud to be the upbeat, friendly voice clients usually hear when they call our office. I wholeheartedly believe in the principle of treating others as I’d wish to be treated. For me that means being responsive and reliable, and always making our clients feel as if they’re well taken care of.

A true people person, I genuinely enjoy talking with clients, keeping up to date on their everyday lives and helping them with whatever they need, whether I’m able take care of it myself or whether I connect them to the right person on our team who can help. In my role managing account services and day-to-day operations I do everything from ordering checks and setting up new accounts to assisting clients with reading and understanding their statements. Among clients and colleagues alike I’m known as a fixer who will happily roll up her sleeves and go the extra mile to help solve any challenge. Every day that I can make a difference for our clients and our team is a good day for me.

A Philadelphia native, I’ve lived in Fort Washington with my husband Richard, a retired police officer, since 1995. We love the outdoors and enjoy making the most of our 1-acre property, raising free-range chickens, doing yardwork and growing herbs, vegetables and flowers. Passionate about nature and photography, I’m an avid birder and tag monarchs as a hobby. When not at home you can find me hiking, playing golf or exploring local state parks.

Professional:
Series 7 & 63
Payne Webber 1984-1989
Tucker Anthony 1989-1993
UBS 1993-2007

Wells Fargo Advisors 2007–present

I believe outstanding service is the secret to all successful professional relationships. Before joining Wells Fargo Advisors in 2021, I spent nearly 20 years on the banking side of the business in a variety of operational, sales and leadership roles in which I focused on the importance and fundamental value of customer service. It’s where I developed my personal service motto of the 4 Ps: professionalism, politeness, promptness and personalization. To me, the 4 Ps are all about being thorough and reliable, being kind and empathetic, responding to others with the understanding that everyone and every situation is unique, and always striving to make clients’ challenges my own by taking personal responsibility to resolve them.

My goal every day is to make a positive difference for our team and our clients, whether that’s through effectively addressing and solving problems, helping someone find an answer they need, or putting their mind at ease by giving them the confidence that whatever they need will be done and done well. Caring for clients is truly my favorite part of my job. I genuinely enjoy getting to know our clients on a personal level, hearing about their good news, sharing their important milestones, and learning about what’s going on in their lives and with their families.

I’m a proud lifelong resident of Delaware County, where I still live with my husband, Craig, a police lieutenant. Together we have three children. My husband and I enjoy checking out local wineries and going to concerts together. We also love going to Cape May, New Jersey, with my family every summer. In my spare time I like being in the kitchen, and I am an aspiring guitarist.

Education:
Delaware County Community College, A.S. Business Administration

Professional:
Wells Fargo Bank 2004–2021
Wells Fargo Advisors 2021–present