With over 28 years of industry experience, my mission is to help clients demystify the process of financial planning. My focus is on making sure the portfolio recommendation is a good fit with the attitude of the client.
I act as the conduit to helping my clients understand their financial picture. Providing a well thought out financial plan is one part of the puzzle; the second part is the science of how the assets are managed to reach your goals.
At Janney, we put the client first. This means providing state of the art technology, a breadth of resources, and support from the Janney team.