Financial Advisors for Now and the Future.

Meet DesiRee


DesiRee is our Director of First Impressions. Her many years of customer service experience, coupled with her love for helping others, makes her an ideal fit for her role on our team. She truly enjoys getting to know our clients and can often be found engaged in animated conversations with clients as she gets to know them better.

Prior to joining the financial services industry, DesiRee spent many years as a teacher and social worker. It was when she entered banking that she realized she felt at home in a wealth management setting.

When not working you can find her with her son, Carter. She loves to travel and experience new adventures with him, whether that’s traveling throughout the U.S. or traveling to other countries. Her favorite place to be is anywhere warm and near the water, especially the ocean! DesiRee has a huge love for her football team the Philadelphia Eagles (Go Birds!). She also bartends and does event planning in her spare time.