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925 Harvest Drive, Suite 170
Blue Bell, Pennsylvania 19422

215-540-0966
wallas@hdvest.net

Team

I believe a teamwork approach adds a broader perspective and provides increased benefits to my clients. My professional, friendly staff and I are able to help you create an approach that is designed to address your individual situation.

As a skilled financial and tax professional, I unite tax expertise and comprehensive financial planning to help people pursue their financial goals.  I provide guidance, support and objective advice to my clients to seek to build and conserve their wealth.  I work closely with my clients in order to clarify their long-term goals. 

As an Enrolled Agent representing taxpayers, I have helped business owners and executives save money for years.  As a financial advisor, I focus on tax-advantaged growth, guiding you to portfolio choices that seek to optimize your after-tax return.

My staff and I are always willing to listen to you and to assist you whenever possible.  We are sincere, ready to take responsibility and to help out.



 
I achieved an MBA from the Wharton School of Business and a Master of Tax degree from Villanova. I am a CERTIFIED FINANCIAL PLANNER professional. I am securities-licensed, and qualified to sell life and health insurance in Pennsylvania...

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