Meet the Team

Ron has over 40 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, and American Portfolios Financial Services. 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 American Portfolios as a FINRA member broker-dealer in September, 2001. He has served as a member of the American Portfolios’ Advisory Board and has taught investment courses at various local colleges.

Ron holds the following licenses; 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.

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

Stephanie lives in Doylestown PA and enjoys many outdoor activities, particularly boating and horseback riding.