Vice President, Financial Advisor
Lil has leveraged her thirty years of experience in the industry to help bring a sense of financial “peace” to her clients. She has a passion for guiding them toward their personal success. After learning what concerns keep them up at night, she analyzes the issues, initiates a customized and comprehensive strategy, and implements action items to set a course towards their goals. Lil enjoys working with a variety of clients such as high-net worth individuals, families, professionals, and business owners with complex planning needs who value the guidance a trusted advisor can provide through all life’s events and market cycles.
Lil and her husband Kenny have lived in Peters Township for many years and are proud to be a part of the community’s history. She enjoys spending time with her two daughters. Lil serves as an advisory board member of The Salvation Army, and she is honored to support the Pathway of Hope and many other worthy causes.
Accredited Investment Fiduciary®
Series 7 and 66 securities licensed through Private Client Services
Insurance licensed, Pennsylvania