investing
Jon Morton Helps Clients Understand their Financial Options
"Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well."
Steven Lindale Knows That Each of Us Has A Unique Life Journey
Growing up on a farm in lower Delaware, Steven developed a love of auto racing. At age 17, he left the farm toearn an accounting degree from the University of Delaware and a master's in finance at Goldey-Beacom, graduating summa cum laude. There, his interest in finance and investments took root and led to a more than 20-year career in the financial industry.
Steven never lost his love of racing and compares it to reaching financial goals