Her firm's vision is to create lasting relationships by providing her clients with uncompromising integrity and unwavering dedication. Doris has worked in the financial services industry for the past 20+ years. Her experience has evolved to allow her to specialize in pre-retirement and retirement planning. This is the process of accumulating, preserving and protecting assets based on the goals and objectives of her client's. Doris has been recoginzed as one of the most accomplished, trusted and competent advisors in her field by the presentation of the National Quality Service Award from the National Association of Life Underwriters. She is registered with the Securities & Exchange Commission and FINRA (Financial Industry Regulatory Authority). Doris holds series 7, 22,63, 66, and 97 licenses. Doris resides in Souderton, PA with her husband, Erv. She is active within her community and church. She is a member and officer of the Souderton-Telford Business and Professional Women and a member of the Doylestown Women's Business Forum. Doris is a board member of the Pennridge Chamber of Commerce and an active volunteer of the Shriner's Hospital of Philadelphia.