Make your IRA Rollover Painless.
Bucks County, PA Wealth Management Team
Helping you reach your goals
Meet Our Bucks County, PA Wealth Management Team
Regional Manager Financial Services Delivery
Sam has been with C&N since 2011 and is currently the South Regional Manager of Financial Services. Prior to joining C&N, Sam was a Wealth Manager at Wienken Wealth Management in State College. Sam graduated with honors in business administration from the Whittemore School of Business and Economics at the University of New Hampshire. Sam holds a Series 7 and 66 securities license as well as his insurance license.
Senior Financial Consultant
A six-year veteran of the financial industry, Tara has been with C&N since 2019 in her position as a Financial Advisor.
Tara is a graduate of the Indiana University of Pennsylvania and has begun coursework toward her Masters at Temple University. She has a husband, Russ, and two daughters, Courtney and Natalie. Tara is active with the Girl Scouts of America, coaches lacrosse and loves spending time outdoors.