Danielle R. Yoch, CFP® - Montrose Park Advisors
Danielle Yoch has been serving her clients since 2003. She feels fortunate to have found her passion early in her career. Upon graduating from Boston University with a BSBA concentrating in Finance, she entered the financial services industry. She specializes in helping individuals create and maintain financial strategies that allow them to plan for their goals. Whether planning for retirement, college, a dream home or all of the above, Danielle can develop a plan to help her clients achieve financial success. Using a holistic financial planning approach, Danielle listens to her clients to understand where they are and where they hope to go. After discussing an initial plan, Danielle works closely to see that each step is taken. As an investment manager, she monitors her clients’ portfolios to ensure that their investments are allocated properly and are aligned with their individual risk tolerance and objectives. As with any good plan, follow up is the key to success. Danielle continues to meet with her clients regularly to update their plan and evaluate progress toward their goals. Danielle cares very much about each and every one of her clients. She feels great joy when she helps clients reach milestones in their lives. She embodies the adage “Do what you love and you’ll never work a day in your life.” Danielle holds her Life and Health Insurance license as well as her Series, 6, 7, 63 and 65 securities registrations. Danielle is a member of the Women’s Business Connection in Chester County. She is proud to be involved with the Maternity Care Coalition of Philadelphia, PA and Family Support Line of Media, PA. Danielle resides in Pennsylvania with her husband and their three children. She enjoys traveling and donating her time to raise money for worthy charities.
Diana is the Vice President and Branch Manager of First Resource Bank in Exton. She has worked for FRB since August 2016, and she previously worked for Bryn Mawr Trust, DNB First, Sovereign Bank, Kirkpatrick Bank, and UMB Bank. She has over 17 years of experience in the banking industry, and specializes in relationship building and business development. Diana works closely with business owners to offer them insightful solutions and technology to help them to focus more on their business, and less on their banking. She also serves on the Executive Council and Board of Directors for the Exton Region Chamber of Commerce, and several committees for both organizations. She attended Oklahoma State University and University of Central Oklahoma. She lives in Chester County with her husband and three sons. When she is not working, she enjoys running, gardening, kayaking, and watching her kids play sports. Diana has been a member of the WBC since 2007.
Jennifer Walker is the managing partner and co-founder of Peak Legal Group. Born and raised in South Jersey, Jen received her bachelor’s degree from Princeton University, graduating magna cum laude in 1994. She received her law degree from the University of Chicago in 1998.
After spending her early years as a trial lawyer handling complex corporate litigation for large companies, Jen realized that what she really wanted to do with her law degree was make a difference in the lives of real people. Having experienced firsthand the emotional turmoil and financial upheaval that can be caused by the death of a loved one, Jen decided to make a difference by using her legal skills and training to help everyday people get their personal and business affairs in order.
A 1994 graduate of Elizabethtown College, Debi’s bachelor’s degree in communications coupled with a double minor in business administration and psychology, laid the groundwork for her entrepreneurial pursuits. A graphic designer by trade, she honed her skills in advertising at Image Dynamics, an agency in Baltimore Maryland. Her next move was into publishing with the Rosen Group and North American Publishing Company. In 1996, she formed her own business, Designing Wright, the predecessor to Blue Dog Printing and Design. Debi serves on the board of directors for the Greater West Chester Chamber of Commerce, the advisory board of the Graphics Program at the Technical College High School Brandywine Campus, as well as board of the WBC. Debi received the President’s Award for the Exton Region Chamber of Commerce in 2009, the Communications Alumni Award from Elizabethtown College in 2010 and the Small Businessperson of the Year Award from the Exton Region Chamber of Commerce in 2014.
Gina knew she wanted to do something that had meaning at the end of the day and wanted to be involved with something that could make the world a better place, even if only a little tiny bit at a time. Working with seniors and their families gives her the privilege to do just that. She finds that she is uniquely suited to be an advocate for them. The need for senior care often comes in a moment of crisis. This can be quite overwhelming. Add in navigating the process of making the right decision and you have a daunting task, to say the least. Gina helps make it easier. A warm and empathetic presence in their lives at this time makes all the difference. Helping a family through a struggle that you have not yet faced helps you realize what is actually important in life. Watching seniors work through the aging process has helped her reprioritize her own life and become a better, more patient and gracious person. Seniors have diverse interests, experiences and philosophies on life. Gina feels blessed to share them at Jenners Pond.
Events and Marketing Coordinator
As the owner of Alexemi Publishing, Cheryl Krass provides customized virtual assistance services to independent authors seeking to self-publish books, and professional speakers seeking to take their business to the next level. A graduate of Boston University’s College of Communication, Cheryl has more than 30 years experience in a number of advertising and marketing positions managing a wide range of promotional assignments as well as complex event planning projects.When she chose to step away from the corporate world to spend more time at home with her family, she provided volunteer public relations services within her community. After her hiatus from the corporate environment, she re-emerged in 2007 as an independent business owner with a Virtual Assistance (VA) business, providing remote administrative and marketing support for authors and speakers. Cheryl is also the author of “The Mommy Orphanage”, a children’s book about international adoption.Cheryl received the Volunteer of the Year Award from the Women’s Referral Network (now WBC) in 2013, and has been a member of the organization since 2007.