In Lina’s 20+ years she has helped clients in every facet of service and support. She brings an invaluable level of industry knowledge to her role in account management for 401(k), benefits and individual wealth management clients.

Lina is a graduate of St. Joseph’s University with a Bachelor of Science in Business Administration. Lina lives in Drexel Hill with her husband, Bill, and her three children, Alanna, Billy and Christa.