Our Support Team

Scott joined our team in 2008. As a Director of Advisor Investment Operations he assists advisors as they develop comprehensive financial and investment planning, insurance and estate plans. He also helps to develop and implement marketing projects. Before joining us he worked for Summit Financial in Parsippany, New Jersey after earning his BS in Finance from Fairleigh Dickinson University. He enjoys watching and playing sports, and spending time with his friends and family.

Jen is the Marketing Director at M Financial. She joined our firm in 2007 and is responsible for advertising, client communications, online branding, social networking and coordinating special events. She has a background in marketing and joins us after 10 years in the publishing industry. Jen studied at Rider University for a joint degree in Journalism and American Studies.

Jessica joined our team in 2015 and comes to us with 8 years in the franchising industry. As the Office Coordinator, she is the first point of contact for everyone who calls and visits our office. Before joining us, she worked at Vanguard Cleaning Systems as the Office Manager. Jessica enjoys arts and crafts and live music. In her spare time she creates her own mosaic art.

Christian joined our team in 2023. As a Paraplanning Assistant, he assists advisors as they develop comprehensive financial and investment planning, insurance planning, and estate planning. Before joining us, he worked for Main Street Financial Life Advisors in Moorestown, New Jersey while earning his MBA from Holy Family University. Taking an education first approach, Christian is currently studying and completing coursework for additional, industry-related certifications. When Christian is not studying, he enjoys golfing with friends, spending time with family and his Goldendoodle, Jerry, and exploring all the wonderful restaurants that surround the Philadelphia area.

Delvis joined our team in 2023 as a Paraplanning Assistant, where he assists advisors as they create comprehensive financial and investment planning, insurance planning, and estate planning. Before joining our team, Delvis graduated Cum Laude from Penn State with a B.S. in Finance. Delvis enjoys spending time with family, dining at new restaurants, snowboarding during the winter months and playing soccer.

Sharon joined our team in 2023, and she brings with her more than 15 years of experience as a financial professional. Before joining us, Sharon worked in maintaining client relationships at Wells Fargo Advisors as a Senior Registered Client Associate. Sharon is a graduate from the University of Maryland Global Campus, and holds her Series 7, 66 certifications held through LPL Financial. Outside of work, Sharon enjoys spending time with her family, shopping and travelling.