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Our Team

Holly Parsons Jinks

610-258-3269

610-258-5841

hparsons@iam-planning.com

Chief Operations Officer for Investment Advisors Asset Management, LLC. Team Leader for Investment Advisors Management. A Registered Assistant with Royal Alliance Associates, Inc...

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Mary Beth Villiano

610-258-3269

610-258-5841

mvilliano@iam-planning.com

Dedicated Assistant to Joe Parsons. Financial Paraplanner Qualified Professional™. Graduated from Bangor Area High School, Class of 1985. Attended Mansfield University. Registered Paraplanner, College of Financial Planning...

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Elizabeth Hanni

610-258-3269

610-258-5841

lhanni@iam-planning.com

IAM Support Team Member. Graduated from Notre Dame High School, class of 1982. Graduated from Northampton Community College with an A.A.S. in Data Processing/Computer Programming...

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Cristie Caldwell

610-258-3269

610-258-5841

ccaldwell@iam-planning.com

Head of Advisor Services for Investment Advisors Asset Management, LLC. Professional Background Graduated from Wilson High School, class of 1998 Joined the team in 2002 Personal Information Enjoys watching her son, Ethen (January 2001)...

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Laura McLeod Mastrian

610-258-3269

610-258-5841

lmastrian@iam-planning.com

IAM Support Team Member. Graduated from Bloomsburg University in 1986.  Extensive Real Estate background, including Mortgage Origination, since 1997...

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