

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Portfolio Reviews
- Insurance & Annuities

Certifications
CFP®
Certified Financial Planner™
Personal Interests
- Spending Time with Family
- Pets
- Cooking
- Sports Enthusiast
- Traveling
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 09:00PM |
Mon | 08:00AM - 09:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 09:00PM |
Mon | 08:00AM - 09:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Fax
(888) 545-2161Branch Team
- Tracy Wilfong-Leahy
- Branch Office Administrator
Branch Team
Office Address
676 E Swedesford RdSuite 165
Wayne, PA 19087opens in a new window
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