Understanding Comes from experience

Emilio M. "JJ" Valdes III, CFP®, CRPC®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
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610-832-3005

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Registered States:
CT, DE, FL, MA, MD, NC, NE, NJ, NV, NY, OR, PA, SC, TN, TX, VA


Kelly Callan Walens, CFP®, CRPC®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
610-832-3006

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Registered States:
DE, FL, NC, NJ, NY, OR, PA, VA


Sharon A. Cain

Senior Client Service Associate
610-832-2767

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