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"Individual commitment to a group effort—that is what makes a team work, a company work, a society work, a civilization work." - Vince Lombardi

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Meet My Team

Tor Hotham

Tor Hotham MBA, ChFC®, CFP®, AIF®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

610-627-5566 Ex.120

610-627-5577

Janina Janick

Janina Janick

Client Services Associate

610-627-5566 Ex.123

610-627-5577