Sr. Financial Planner Assistant to Joseph Biloon, CFP ® , AEP ® | Partner
Sr. Financial Planner Assistant to Robert D. Griesemer, CLU ® , ChFC ® | Partner
I joined the Financial House in 2017. My career started in the financial services industry in the early 80’s. As an Assistant Vice President for Barclay’s Bank, I moved to New York to learn the operations and upon Barclay’s obtaining it’s Delaware Bank Charter, I moved the operations to Delaware.
In 1997, I entered the Securities industry at Wheat First Securities providing service and administrative support to several financial consultants. Over the years I have worked for Merrill Lynch, Janney Montgomery Scott, and most recently RBC Wealth Management where I was responsible for managing client relationships and headed the trading desk. I have both my Series 7, and Series 63 licenses, held through LPL Financial.
Born and raised in Delaware, I currently live in Wilmington, Delaware with my dogs – Possum and Puddi. When not at work, I can be found enjoying time at the Delaware beaches or on my boat with family and friends.