Who We Are
Christine and I will be your main point of contact , while working in the background with the vast resources at Janney Montgomery Scott. We believe that you come first, and we will work hard to assure you that your concerns are always addressed and resolved promptly.We provide exceptional service and work closely with you to understand your unique needs and objectives; we believe each of our clients needs an individualized plan. It is therefore vital that our relationship is completely transparent and that you are involved in every aspect of the portfolio composition and planning. We want to be partners in your success and this entails meeting periodically to review any changes in circumstance or lifestyle.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.