As Branch Office Manager, I lead a well-rounded team of Financial Advisors in the Private Client Group to achieve the highest standard of success in financial relationships. We strive to meet all clients' financial needs, and goals with individualized investment strategy and planning for individuals, their families, and businesses. My personal philosophy for success in working with families to manage their wealth, guiding them through investment strategies that best suit their diverse needs. My focuses are, but not limited to: Fixed Income, Investment Strategy, Financial Planning & Estate Planning. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.