Associate Wealth Advisor
From developing wealth strategies, to Investment portfolio trading, to managing client relationships, Yvonne is eager to address the needs of our clients and provide them with an exceptional level of service and attention to detail. In addition, as a fully licensed wealth advisor, Yvonne is happy to facilitate health and life insurance planning for our clients and their families.
Yvonne moved to our area from Harrisburg, PA. She attended Temple University and comes from an estate planning and administrative background.
Yvonne is very active in our community with volunteering. She currently serves as the President of Clarksburg League for Service and PTO President of Nutter Fort Elementary School. She and her husband Steven are residents of Clarksburg and have two daughters, Claire and Isabel.