Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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As a husband and father of two living in Bethlehem, I bring over a decade of experience in financial services, driven by a strong commitment to helping others reach their goals. I am passionate about continuous growth both personally and professionally. When I am not working, I enjoy every moment I can with my family.
My background combines strong administrative skills with a solid foundation in customer service, which allows me to support teams efficiently while ensuring a positive experience for clients and colleagues alike. As a wife and mother of two in my free time I enjoy traveling with my family, reading a good book and hiking with my dog.
Let's meet to discuss what's most important to you.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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