I began working in financial services in 2007, but didn't formerly open "brick and mortar" until 8/2008 in Waynesboro, VA. In the next few years we expanded and also had an office in RIchmond, VA. In 2013 we consolidated operations in VA in order to facilitate a move back "home" to the Philly area. This was an important choice for the development of my children and the desire to be back around fam
ily (and cheesesteaks). Most of the work that we do consists of a team based model which gives clients an opportunity to have deep resources. My clients tend to have some common characteristics: they don't assume they know all things, they are looking for novel ideas specific to them, they appreciate opinions supported by math, and most of the time they are looking for a more complete picture than what they had been doing in the past. These characteristics are very consistent with many professions around health sciences (physicians, CRNAs, NPs, and pharmaceutical), information technology , and real estate (investors and realtors who invest). Also, because of how my family and extended family have been brought together, we have a strong connection when working with adoptive families and special needs families.
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