I focus on the financial planning and asset management aspects of the business. As the primary portfolio manager and investment committee member, I provide research and investment knowledge to our clients through the portfolio construction process and then delivers that through the execution and maintenance of clients’ portfolios. As a CFP® professional, I constructs and analyze the financial plans, selecting the optimal solutions with each client as well as maintaining the plans for our clients. With intimate knowledge of a client’s financial plan allows me to optimize the asset management experience for each client. I provide an additional layer of customer service to our clients, focusing not only on financial planning and asset management, but also on retirement income planning, budgeting, asset allocation, and general product knowledge.1000 Commerce Park Drive, Ste 407Williamsport, PA 17701tel 570.601.6960fax 570.651.9032