Putting
people first.
Get to know our leadership team
Leadership at the Bucks County office is dedicated to doing good for our clients, employees and community.
I started my career with Northwestern Mutual as an intern at Ursinus College. Now over a decade later my team and I have a national financial planning practice specializing in helping physicians, members of the finance community, families and business owners. We look forward to the opportunity to work with you...
I started my career with Northwestern Mutual as an intern at Ursinus College. Now over a decade later my team and I have a national financial planning practice specializing in helping physicians, members of the finance community, families and business owners. We look forward to the opportunity to work with you to help you achieve your financial goals and dreams. Let's talk!
Jennifer Leder
Director of Operations
We help our clients make smart decisions with their money allowing them to live the life they can imagine. Our clients range from emerging affluent to high net worth professionals, business owners & entrepreneurs who want to work with a team specializing in risk management, wealth accumulation & tax efficient...
We help our clients make smart decisions with their money allowing them to live the life they can imagine. Our clients range from emerging affluent to high net worth professionals, business owners & entrepreneurs who want to work with a team specializing in risk management, wealth accumulation & tax efficient distribution.
My team and I specializing in working with individuals, families, and business owners. We build holistic financial plans that includes, but is not limited to insurance planning, tax efficient savings strategies, retirement planning, education planning, and business succession planning. We look forward to working...
My team and I specializing in working with individuals, families, and business owners. We build holistic financial plans that includes, but is not limited to insurance planning, tax efficient savings strategies, retirement planning, education planning, and business succession planning. We look forward to working with you and your families for generations to come.
Stephanie Ferino
Recruiter