Kristin oversees the day-to-day operations of our office and brings with her a very strong background in providing exemplary customer service. This includes handling client operational issues, scheduling appointments/client review meetings, transferring accounts and all other client service matters. 

Kristin lives in Philadelphia, PA with her four sons. She enjoys spending time with family and dining out.

Ron has over 45 years of experience in the securities industry with both NYSE firms and independent broker dealers. He has served as a General Securities Principal since 1992, and has held this position with Multi-Financial Securities, Pinnacle Asset Management, American Portfolios Financial Services and currently LPL Financial. After graduating from Temple University in 1975, Ron was a teacher in the Philadelphia School District before receiving his Series 7 license in 1980. Ron was one of the original managers that helped organize and create the former broker/dealer American Portfolios as a FINRA member broker-dealer in September, 2001. He served as a member of the American Portfolios’ Advisory Board and has taught investment courses at various local colleges.

Ron holds the following licenses with LPL Financial; Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 4 (Registered Option Principal), Series 51 (Municipal Securities Principal), Series 65 (Investor Adviser Representative) and Life and Health Insurance.

Ron is licensed in the following states: AZ, CA, CO, DE, FL, GA, IL, IN, ME, MD, MA, NJ, NY, NC, OH, PA, SC, TX, and VA.