Financial Advisor | Chambersburg,PA
- B.A. English - College of William and Mary
- Series 7 and 66
- Identifying problems, needs, or concerns and then work hard to provide a solution
- Collaborating with our Investment Team and Fiduciary Unit to deliver meaningful results for our clients
- Being accessible- I work hard to create a comfortable space to discuss very personal aspects of life for clients
What "On the Spot" service means to me"On the Spot" service means- taking ownership of an issue; demonstrating a "can do" attitude, communicating effectively, being highly responsive to both colleagues and clients, staying current with industry trends in order to meet a client's need in the most appropriate way and finally... always, always doing the right thing.
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