CALIFORNIA CONSUMER - Key Persons
Cherill joined our firm in 2021. She will be the smiling face you see when you first open our door. Prior to working with us, she worked for Bucks County Elder Law. She attended Brookdale Community College, where she was President of the Paralegal Club for three years.
Married to her high school sweetheart since 2008, Cherill and her husband have a daughter in elementary school, as well as three cats, three dogs, and three fish. Her "blended" family lives in Pennsylvania. In her free time, Cherill likes going to theme parks with her family and rooting for her daughter, a competitive swimmer.
Diana joined our firm in February of 2016. She handles our information technology, various databases and manages our custom client reporting. Diana has been in the financial industry for over 10 years, prior to which she worked in the medical publishing industry for over 15 years.
Outside of the office, Diana has a small hobby farm where her animals include: Dominick the Donkey, a small herd of pigmy goats, way too many chickens and 4 pot belly pigs, just to mention a few. You can find her in the Newtown office several times during the year, with her primary office located in North Carolina.
Heidi graduated Magna Cum Laude with a Bachelors of Science in Business Administration from Temple University. She is a Retirement Income Certified Professional® and holds her PA Life & Health licensing along with her FINRA Series 7, 24, 63, and 65.
She has been in the industry for over 30 years, beginning her career at the Securities and Exchange Commission and working as an advisor ever since. With an extensive background in retirement plans, Heidi understands and appreciates the challenges it takes to accumulate assets to last one's lifetime. As pension plans become a thing of the past, individuals may need to rely on other means for saving or generating income later in life. Heidi works with clients to create a comprehensive financial plan that strives to address all of their needs and goals and helps them to gain ownership of their financial life.
Outside of the office, Heidi previously served as a Board member of various Women's groups and on the Board of her local synagogue. She resides with her husband and 2 boys in Yardley, and enjoys cooking, fishing and relaxing by the shore.
Job Titles:
- Senior Wealth Management Client Associate
- Wealth Management Client Associate
Kathy comes to us with a wealth of knowledge she draws from her past 25 years of experience at Merrill Lynch.
Kathy has been a Wealth Management Client Associate for the past 10 years. Prior to that, she held multiple positions, including AVP, Latin America LMA Document Control; AVP, Supervisor of Statement Audit and Controls; VP, Client Relationship Manager of LMA and AVP, Manager of Fixed Rate Securities Based Lending, to name a few.
Kathy is a very personable business professional with a high level of energy. She is well known for her positive attitude and her ability to build strong client relationships while providing superior service.
Kathy is a graduate of the State University of Oswego in New York. She currently resides in Belle Mead, NJ, with her husband and her three children.
Lauren joined our firm in 2016. Day-to-day responsibilities for Lauren include new business and service, database and technology management, and event planning. She also serves as a member of our advisory portfolio management committee. Lauren is Series 7 licensed and is pursuing her Series 66 and Life, Accident, and Health insurance lines.
Outside of the office, Lauren enjoys spending time with her family.
An innovative and highly-respected global business and financial services executive, I have demonstrated success in driving accelerated growth in start-up and established financial services and financial technology companies, leveraging strategic, results-driven leadership to visualize a company's potential, tackle its challenges head-on, and deliver tangible results.
Throughout my career, I have established a solid track record of building businesses from the ground up, turning around performance, and managing organizations through dynamic change and transformation, strategically engaging and mobilizing people behind a shared vision and passion for excellence.