Our Team
For over 30 years, I've dedicated my career to guiding investors through some of life's most challenging financial markets. Through consultation, education, and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, I have helped many clients manage their wealth, guiding them through investment strategies that best suit their diverse needs. Another important part of my being able to offer excellent service to my clients is my assistant, Kim Krapp. Kim has worked closely with me and my clients for over 20 years. She is a Senior Registered Private Client Associate and quite capable of handling all of your account servicing needs.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 27, 2023
Murky Path Forward
In this article, our Investment Strategy Group discusses the Federal Reserve's decision to raise interest rates by 25 basis points and what to expect with future interest rate decisions.
March 22, 2023
A 25 bps hike seems most likely at next Fed meeting, says Janney Montgomery Scott's Mark Luschini
Janney’s Chief Investment Strategist recently joined CNBC Power Lunch to share his thoughtful long-term perspective amid market volatility and what to expect from the Fed at next week’s meeting.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.