CPFA®, MS
Financial Advisor / Member Owner
“There is not a human being from whom we cannot learn something if we are interested enough to dig deep.” – Eleanor Roosevelt
Judi has been involved in the financial services industry since 2001. She was a wealth strategist for Wealth Management Group, LLC from 2006, and later its Chief Compliance Officer, until it joined with Savant in 2023.
Judi earned a bachelor’s degree in organizational management and a master of science degree in management, both from Wilmington University in New Castle, DE. She is a Certified Plan Fiduciary Advisor (CPFA®).
Judi serves as a board member for Delaware Breast Cancer Coalition and volunteers for CenDel Foundation, a charitable organization whose purpose is to foster philanthropy in Central Delaware. She and her husband Bob have two children and four grandchildren. Judi enjoys camping, hiking, biking, travel, gardening, music, reading, and spending time with family and friends.
Schedule a No-Obligation Introductory Call
Schedule a Call