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Welcome Barbara!

It is our pleasure to welcome Barbara (Barb) Pettit to our team as the Director of Financial Planning and Analysis.

Barb is a Certified Financial Planner (CFP) with over 15 years experience in the industry.

She received her Bachelor of Science degree in Finance from Drexel University and worked for both Vanguard and TIAA CREF prior to joining our firm.  Our team is so enriched by Barb's experience, hard work and great sense of humor - that is, she gets Dan's dry jokes and can easily handle the fast pace of our office.

Some of you have already met or spoken with Barb - for those of you who have not, she will be joining is in future meetings and calls.

Barb is working with us on eMoney Financial Plans, account integration, investment research and life insurance plan implementation. 

We encourage you to call her to say hello or if you have any questions.

Along with Jenna and Shari, Dan and Barb and I are here to help you with all of your financial needs and we welcome the opportunity to speak with you!