Our Team

Elliott began his financial career at Merrill Lynch in 1981. Since then, he has served in a variety of roles serving individual and institutional investors with Rittenhouse Financial Services, Prudential Investments and New York Life...

Danielle Yoch has been serving her clients since 2003. She feels fortunate to have found her passion early in her career. Upon graduating from Boston University with a BSBA concentrating in Finance, she entered the financial services...