Hours: Monday to Saturday 9:00am - 5:00pm
Company Role and Biography
Yolanda meets with you, goes over your policies, discusses your goals, and does a customer financial profile. She also handles your assets, retirement, life insurance policies, education on different types of investment vehicles, as well as budget consulting, portfolio preservation, life insurance implementation, retirement account protection, living will assistance, accounting, estate, and death claim processing.
Yolanda was raised in Doylestown, Pennsylvania and graduated high school in 1986. After eight years of practicing as a Nurse's Aid and caring for the elderly, she enrolled in the Community College of Philadelphia. Realizing the daily challenges that individuals faced due to their finances, she decided to pursue a career within the Financial Business World. Yolanda's desire to help people led her to join Lord and Kees Financial Systems Inc. as a licensed Life and Health Insurance Producer, and after 30 years of dedicated work and loyalty, she has obtained her current position as the President of this company.