BLUE HILLS WEALTH MANAGEMENT - Key Persons
Dan is our visionary and pioneer. The only thing that outshines his wit is his planning experience. He aims to make all his clients and their families feel at home at blue hills.
Job Titles:
- CLIENT RELATIONSHIP MANAGER
Maureen is the office "mom" that helps make sure our clients have everything they need to feel like they are a part of the family.
Sara (Romaine) Kappos graduated Ursinus College with a dual major in International Relations and Media/ Communications.
Through her studies Sara realized she loves the nuances of working effectively and empathetically with people, using her analytical side to implement solutions to a problem.
After working in the marketing industry, Sara joined Blue Hills Wealth Management in early 2013. She quickly pursued an advanced education in finance and earned the CERTIFIED FINANCIAL PLANNER™ Professional, as well as a Certified College Funding Specialist™ designations.
Sara is our next (and 3rd) generation planner. She's a methodical planner with a creative and compassionate flair.
Our problem-solving mechanic, who works tirelessly to make our clients lives a bit easier. There's no one you'd rather have in your corner!
Teddy is a new member of the team that you may see lying around the office.
He's Sara's Mini Goldendoodle, but acts more like a Mini Human.
He's mostly a big sack of hypo-allergenic cuddles.