Saralyn is a registered representative who assists in the firm’s daily operations. She joined the firm in 2018 and has been a valued member of the team. She holds a Series 7 and Series 63. Prior to BestVest, Saralyn graduated from The College of New Jersey with a degree in Elementary Education and History, after which she taught for 4 years. When she is not working directly with client accounts, she acts as a contact between BestVest and the independent security entities and insurance companies through which clients may invest. Her responsibilities with all aspects of insurance licensing have her working closely with the PA Insurance Department and their corresponding entities across state lines.
Saralyn also compiles reports for the Compliance Department and our regulators. She assists with the language of our website pages, client brochures, and disclosure documents.