Current and former Affiliations, Associations, and Memberships
Financial Planning Association
Rotary International
Delaware County Chamber of Commerce
National Association of Tax Practitioners
National Society of Tax Professionals
College for Financial Planning
Delaware Valley Society of the Institute of Certified Financial Planners
 Institute for Certified Financial Planners
International Board of Standards and Practices for Certified Financial Planners
International Associate of Registered Financial Consultants

Hours of Operation:
Monday–Friday
9:00 a.m.–5:00 p.m.

 Special Tax Season hours
February 1–April 15
Monday–Friday
8 a.m.–8 p.m.
 Saturday
9 a.m.–4 p.m.