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About | Meet the Team

Our team of licensed professionals is an eclectic mix of experienced veterans and rising stars. Feel free to connect with one of us directly or submit an inquiry to our entire team by clicking here.

David is the leader and visionary behind our organization. He graduated from Temple University with a degree in Accounting and Business Law and then went onto the University of Houston to earn an MBA in Finance & Marketing. David...

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Ian joined our team in January of 2011 as a Financial Services Assistant and transitioned into a Wealth Service Associate role later that year. He graduated Cum Laude from Ithaca College with a Bachelor’s degree in Sports...

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Lori joined our team in January of 2008 as David’s assistant and her position has evolved over the years into Supervisor of Client Services. She graduated from Thomas Edison University with a Bachelor’s degree in Psychology...

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Shannon joined our team in October of 2017 as Tax Manager. She graduated with a Bachelor’s Degree in Accounting from The University of Delaware and holds the credential of Certified Public Accountant. Shannon has more than a...

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Stephanie joined our team in December of 2016 as an Administrative Assistant and her role has since expanded into a Client Service Associate. She graduated with an Associate’s Degree in Accounting from Dover Business College....

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Becky joined our team in October of 2019 as an Administrative Assistant. She graduated with a Bachelor’s degree from Lafayette College and comes to us with more than a decade of related work experience in the financial services...

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