When I began my career as a financial professional in 2014, I proudly became a second-generation Kades-Margolis Financial Professional and third-generation “planner.”  My Grandpop Jack was a Planner and Estimator for the Philadelphia Navy Yard. Because of his job, he was always preparing, reviewing, and updating his plans for his financial future. I never realized the extent of his preparation until he suddenly passed away, when we found his paperwork pre-filled except for his date of death. While we mourned and missed him greatly, this preparation made it easier to close his estate.

In that spirit, I want to help my clients plan for their future. As a CERTIFIED FINANCIAL PLANNER™, I work in Investments, Retirement, Understanding PSERS Options, and protection through Insurance. I enjoy working with my clients and educating them on using strategies to save wisely, reduce taxes, and prepare for their financial future, just as my grandfather has taught me.

To contact me for a free, no-obligation consultation, please refer to my email and phone number at the bottom. Follow me on my social media pages below for timely and relevant articles.