Master Registered Financial Consultant (MRFC)
Behavioral Financial Advisor (BFA)
Michael has been in the financial planning industry since 1987. After graduating from the University of The Arts in 1979 with a double degree in music performance and music education, Michael spent 10 years performing in Atlantic City,...
Brian graduated from Auburn University in May 2006 with a degree in Political Science and was commissioned as an Ensign into the United States Navy on the same day. During his ten years on active duty he served on three different...
Client Service Manager
Donna graduated from Indiana University of Pennsylvania with a Bachelor of Science in Hotel Restaurant Institutional Management and a Bachelor of Arts in Spanish. She enjoyed a 10 year career in the hotel industry, working primarily in...
Stephanie graduated from Shippensburg University with a BA degree in Public Relations. After working in various sales and marketing positions, in the Philadelphia area and Atlanta GA, she became a fulltime Mom to her 3 kids. She held...