Managing Director | Financial Advisor
CurrentI work with clients in the medical community on all aspects of their financial planning, including retirement planning, savings and budgeting, tax strategies, student loan management, and insurance.I started my career in the institutional investment management industry and served in a variety of roles over a twenty-year period. I then decided to apply my expertise towards working with individuals to really make a difference in their lives.After helping my aging parents with their financial and health challenges, I feel passionate about helping people feel secure about their future through proper financial planning. After seeing their experience, I vowed to help others avoid the challenges they faced. I earned my MBA from the University of Connecticut and was class Valedictorian. In my free time, I enjoy gardening, hiking, history, traveling, and having fun with my two boys and our dog.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK employees, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org) / SIPC www.sipc.org. 600 Dresher Road, Horsham, PA 19044. 800-873-7637. Prime Financial Services is unaffiliated with HTK. Listed recognitions cannot reliably predict future results.
