I have been in the financial planning industry since 1988 in numerous support and management roles. I joined Beacon Financial Partners in May, 2007 as the Chief Operations Officer. I am responsible for the day-to-day operations of the firm, which include HR, finances, and new business. My main focus is the growth and development of the staff. I am FINRA Series 7 registered and received my FINRA Registered Principal's registration in 2004 and oversee the compliance of the firm. In addition, I co-founded Jeremy Cares Inc, a non-profit, organization in my son's name with a mission to create moments of joys for families dealilng with pediatric illnesses. I am also honored to serve as a Stephe