My Story
I grew up in Philadelphia and, after graduating from the University of Delaware, headed south to Atlanta to begin career at MCI Telecommunications. I started in sales operations and eventually made the move to outside sales. I stayed with the company through many changes – from MCI to WorldCom and ultimately Verizon – and along the way, my career brought me back home to Philadelphia.
After many years in the telecommunications industry, I made the decision to step away from my carer to focus on my family. When the time was right to return to work, I found my way into wealth management and quickly discovered how much I enjoyed working with clients and helping ensure their needs are handled efficiently, accurately, and with care.
What drew me to Concentus was the opportunity to be a part of a collaborative team that genuinely cares about its clients and their families and is committed to doing things the right way. I am excited to join a firm where I can continue growing in the wealth management industry while contributing to the exceptional client experience at Concentus.
My Community Involvement
- Upper Dublin Ski Club
My Prior Experience
Began my career at MCI/WorldCom/Verizon in sales and sales operations. Then worked for a local Wealth Advisor for 3 years prior to joining Concentus.
My Family
Married with two children. Currently living in Fort Washington, PA.
My Favorite Quotes
“The best is yet to come”
– Frank Sinatra
“If you don’t like the road you’re walking, start paving another one.”
– Dolly Parton
“Always have something to look forward to”
– My Mom, Suzanne Cross