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+1 717-295-1200
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| 930 Red Rose Ct, Lancaster, PA, 17601 | |
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Specialties
Financial Life Planning that helps busy professionals, entrepreneurs, parents and grandparents identify and realize their goals, dreams and wishes.
History
Established in 2001.
Mentored by two of Metro Washington, DC’s most respected and revered, female financial planning professionals, I took those skills on the road back to my native Pennsylvania to begin a solo practice in Lancaster PA.
I currently serve as a planner, advisor and insurance professional to my clients in PA, Maryland, Virginia and active-duty military members at a base in Arizona.
Meet the Business Owner
James W.
Business Owner
I have been in the financial services industry since 1997, starting first in a support role and next as a registered assistant. In 2001, I was given the privilege and opportunity to train and mentor under the professional guidance of a boutique, financial planning firm in McLean VA; founded and operated by two of the top female financial planners in that area. I became the third advisor of this growing team and managed 336 client relationships for the group. After seven years with the firm, I sought an opportunity to return to my native Pennsylvania and settled in to the Lancaster area in the Fall of 2008. While history will show that October 1, 2008 was not the best day to go into practice for myself, it will also show that adversity will only conquer those that allow it to happen because they did not plan for it well. When not in the office helping people achieve peace of mind with their financial goals, I am married and am the proud (young) PopPop to a beautiful 6 year old girl.
