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May 27, 2021

Christine Barta graduated from Temple University and has 15 years of experience with Yvette's firm as Vice President of Operations, Marketing and Finance. She is responsible for overseeing client accounts, financial accounts, forecasting, overall accounting and daily operations. She demonstrates extraordinary skill with...


May 20, 2021

Jay C. Burgman is a Certified Financial Planner and an Accredited Estate Planner. He began his career with Northwestern Mutual in 1983 and is still with Northwestern Mutual as a principal with Burgman Financial Group. Jay is committed to educating his clients on all aspects of their financial plan. He often states,...


May 13, 2021

Larry Poppert is a CPA and the founder of Poppert and Company, where he manages the consulting services related to accounting and tax. Aside from ensuring his clients are tax compliant, his goal is to help business owners understand the tax and accounting fundamentals of their businesses. Prior to opening up...


May 6, 2021

Courtney Richardson founded The Ivy Investor (@theivyinvestor) as a resource for women seeking to navigate the maze of the investment world. She is an attorney and former stockbroker and investment advisor with 15 years of experience in the financial services industry. She lends her legal and financial expertise to