VP Financial Advisor | Wyomissing, PA
- 20 years experience in personal Wealth & Trust
- Certified Trust and Financial Advisor (CTFA)
- Alvernia University graduate
- Berks Estate Planning Council Member
- Fiduciary Education Foundation board member
- Financial planning
- Corporate fiduciary serving as power of attorney, guardian, trustee, and executor.
- Investment management
- Special needs trust
What "On the Spot" service means to me
Being accessible to my clients to listen and provide solutions to their needs and goals.
Let’s get started.
Call, email or fill out the form below, and I will contact you On The Spot.
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