Lead the development and oversight of comprehensive planning strategies for clients. Elevate the firm’s planning capabilities by integrating technical expertise, thoughtful guidance, and a consistently client-first approach.
Professional Credentials
Certified Financial Planner, CFP®
Registered Social Security Analyst, RSSA®
Education
University of Notre Dame, BA, Political Science and Arabic Studies
Community Leadership
Financial Planning Association (FPA) of the Philadelphia Tri-State Area, Member
Junior League of Philadelphia, Member
Women in Investing Network (WIN), Member
Personal
Ada is originally from Chicago. She enjoys Harry Potter, good food, event planning, and traveling.
