Our Team

Melissa has over 30 years of experience in investment management, financial planning, and tax planning. She grew up in Abington, Pennsylvania where she attended Abington public schools. After graduating from high school, Melissa worked...

Jennifer is the force behind our many successful client events. Along with Pamela, she is committed to managing an office that is caring, responsive, and efficient in meeting our clients’ needs.

Pamela employs her eye for detail in inputting important client information. Along with Jennifer, she is committed to managing an office that is caring, responsive, and efficient in meeting our clients’ needs.

Karen is the first on our team to greet our clients when they walk into the office. She serves as our client liaison and would be happy to help with your requests.