President | Portfolio Manager
John is a lifelong entrepreneur, with his passion for finance and business igniting at a very young age. From the time he was a high school freshman, he took on the responsibility of helping his mother navigate the family finances and...
Vice President | Co-Portfolio Manager
Aaron is the son of two retired local school teachers. His parents instilled in him the importance of education and helping others. Showing a natural interest in business and finance, Aaron started competing in business competitions in...
Director of Client Services
Lori's background shows her passion for working with people and families. She earned her degree in early childhood education from Northampton County Community College. She has career experience working as a Bank Customer Service...