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.
Connor Hollick
Client Service Associate
(302) 654-5847
Danilo Ercole
Client Service Associate
(302) 654-5847
Debi Rucker
Senior Planner Assistant to Joseph E. Biloon
(302) 654-5847
Sr. Financial Planner Assistant to Joseph Biloon, CFP ® , AEP ® | Partner
I joined the Financial House in 2017. My career started...
Emily R. Woodson, M.Ed., CFP®, CDFA*®
Partner
(302) 654-5847
Registered Representative, LPL Financial I have been with The Financial House since 2009 and became a partner in 2015. I hold the Certified Financial Planner (CFP®) designation and am a registered representative of...
Gary L. Ulrich, Jr. CFP®
Partner
(302) 654-5847
Registered Representative, LPL Financial I joined The Financial House in 2015 after receiving my Bachelor of Science in both Financial Planning and Economics from the University of Delaware. I also hold the Certified...
Joanne Lombardi, FPQP®
Planner Assistant to Gary L. Ulrich
(302) 654-5847
I have a Bachelor of Arts degree in Communications and worked in the publishing industry for over 20 years. Before joining Financial House in 2014, I was the Director of Institutional Advancement at the Delaware Theatre Company. My...
Joseph E. Biloon, CFP®, AEP®
Partner
(302) 654-5847
As your Financial Planner, I bring creative ideas to the table and ensure they are executed to the highest standard. My goal is to communicate complex financial planning strategies in an easy and understandable way. I enjoy creating...
Mary Padilla
Receptionist/Operations Manager
(302) 654-5847
I have been with the Financial House since 2012 starting out as a part-timer thanks to my friend and neighbor, Partner Emily Woodson. Before joining the Financial House...
Michael Church, FSCP®, CSRIC™
Investment Research & Planning Assistant
(302) 654-5847
I assist our financial planners with investment selection and creating model investment portfolios. This includes evaluating the client’s current financial position and recommending strategies for investment and risk management....
Michaela Kowatch
Planner Assistant to Robert D. Griesemer
(302) 654-5847
I have a Bachelor of Arts in Economics from Temple University and have worked in wealth management since 2018. During my time in school, I was a CrossFit coach at a few local gyms in DE and PA. It was in the gym that I found a career...
Robert D. Griesemer, CLU, ChFC
Partner
(302) 654-5847
I joined Financial House in 1999 after 17 years as an independent financial and insurance advisor. Looking back at that time I saw an incredible opportunity to join a vibrant and well-established advisory firm that I felt would add...
Tiffany Stubbs
Senior Planner Assistant to Emily R. Woodson
(302) 654-5847
I started my career in the financial services industry in 2000 as a receptionist for a local MetLife branch in Delaware. Over the years, I have worked for independent financial services firms prior to Financial House in 2021. I enjoy...