Our Qualifications

I graduated from Drexel University in 1967. I earned the CFP(R)  designation in 1988. I have had the pleasure of serving families in the area for over 30 years and have spent most of that time trying to improve my listening skills so that I could hear what people's concerns were. I have learned a great deal from my clients over those years. I still enjoy meeting, helping and learning from the people I meet every day.