The headlines are frightening and the repercussions of wrong or poor decisions are potentially disastrous. That is why educating my clients makes me different. Long-term relationships that encourage open and honest communication, have been the cornerstone of my practice. I encourage you to bring your concerns with confidence that they will be met with compassion, understanding and confidentiality.
I am capable of providing you the tax consequences for every potential investment decision you make. Unlike other investment advisors who tell you to consult with your tax professional because they don't have tax expertise, I am a tax professional. Whether you have significant assets to manage-or if you are just starting to accumulate wealth-I have the tools and background to provide the services that fit your needs.
I am capable of providing you the tax consequences for every potential investment decision you make. Unlike other investment advisors who tell you to consult with your tax professional because they don't have tax expertise, I am a tax professional. Whether you have significant assets to manage-or if you are just starting to accumulate wealth-I have the tools and background to provide the services that fit your needs.
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Robin has earned a Bachelor of Science Degree in Accounting from Ursinus College and a Bachelor of Science Degree in Hotel and Restaurant Management from Widener University. She is also an Enrolled Agent, Certified Fund Specialist and a Certified Annuity Specialist.
After thirteen years of increasing financial and management responsibilities with major Philadelphia hospitals, she decided to make a career change centered on her Accounting degree and joined her father's firm in 2001.Her attention to detail and customer service specialization made her a valuable asset for our clients.
After thirteen years of increasing financial and management responsibilities with major Philadelphia hospitals, she decided to make a career change centered on her Accounting degree and joined her father's firm in 2001.Her attention to detail and customer service specialization made her a valuable asset for our clients.
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