Client Service Specialist at Oak & Stone Capital Advisors
Address: 545 North Bethlehem Pike, Suite 203 | Ambler, PA 19002
I graduated with a Marketing Degree from Jefferson University and offer 25 years of financial, marketing and customer service experience.
I’ve been married for 25 years, with a son, Joey, and a daughter, Allison. Our pets, beach time, and crafts keep me busy when not at sporting events with my family.
It’s supposed to be hard. If it wasn’t hard, everyone would do it. The hard .. is what makes it great.” — Jimmy Dugan (A League of Their Own Movie)
How Do I Add Value For Our Clients?
We value the relationships we build with our clients, as we see you as part of our family. Always know, that everyone on our team has your best interest in mind, and we work hard every day, so you have one less thing to worry about.