Meet the professionals who can help you Pursue Your Goals
Our mission is simple: to share with you the best retirement planning strategy available for your situation, and then develop and implement a financial plan that allows you to enjoy a more confident retirement.
Business & Operations Manager
Andrea Viola has one goal: To get people excited. That’s why she’s focused on planning and producing stellar events designed to engage people in the financial planning process. As Business & Operations Manager, Andrea organizes firm events, assists with overall office administration, and provides excellent customer service to all clients.
Before joining the financial services industry, Andrea worked for more than a decade as a trainer and fitness professional in a Fortune 100 company. She helped business professionals identify, pursue and attain not only their fitness goals but their life goals as well. “I am most passionate about seeing people achieve their dreams,” Andrea said. “My expertise lies in being able to think outside the box.”
Andrea lives in New Hope, Pennsylvania. Outside of work, she loves to read, music, and lifting weights.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.