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Elizabeth "Liz" Herman
Registered Investment Advisor

Liz has over 30 years' experience in the Financial Services Industry. She is licensed for Life, Accident and Health Insurance and has earned her FINRA Series 6 (Investment Company products / Variable contracts Limited Representative), 63 (Uniform Securities Agent State Law Examination), a 65 (Investment Advisor), and 7 (General Securities Representative) Registrations.. 

Liz is actively involved in her community through the Local Business and Professional Women's Group, Love Upper Perk, and Quakertown Rotary Club.




Joshua D. Titus, CPA
Registered Investment Advisor

Joshua Titus has a Master's Degree in Accounting from Ryder University. He is a Certified Public Accountant and a member of the AICPA (American Society of CPA's), NJCPA (New Jersey Society of CPA's) and PACPA (Pennsylvania Society of CPA's).   Joshua has passed his Series 7 and 66 exams and is licensed with FINRA.  He is currently the Owner of Maple Shade Tax & Accounting. 

In his free time he enjoys spending time with his two children, reading and ultra running.