Over the course of his 30-year career as a Financial Advisor, the most important element of Chip’s business has been a distinct passion to help others. He has always wanted to assist others in any way he can, and he obtains extreme satisfaction from helping people who need some form of assistance. A day does not go by where Chip does not find a way to help others.

Chip also stands by these principles in running his business. He strives to have constant awareness of his clients’ needs, desires, and wishes for their financial well-being and welfare in general. At the end of the day, Chip believes his job is all about making his clients comfortable with the process, in addition to making sure they know that he and his fellow advisors are always looking to meet their needs in the most efficient manner.

Prior to becoming a financial advisor with Goldman Sachs in 1987, Chip earned an MBA in Finance from The Wharton School at the University of Pennsylvania, and he graduated from The University of Pennsylvania’s Wharton School with a BSE in Accounting and Marketing.

A New Jersey native, Chip now resides in Gladwyne, PA, with his wife, Jill. He has served on the following Boards: The Jewish Community Center of Greater Philadelphia, Green Valley Country Club, The National Museum of American Jewish History, and The National MS Society.


California Insurance License 0L06478  Resident State: PA

As a Financial Advisor with more than 26 years of industry experience, Anthony thrives on creating exceptional experiences for others. His hobby, pizza making, best exemplifies this passion. Anthony invests the time, thought, and taste in selecting the individual ingredients that ultimately come together perfectly in the wood-fired, brick oven. When it comes to his business, Anthony takes the same delight in working with clients and helping them with everything he can, even beyond the core investment management principles.

Anthony prides himself on relating, discussing, and advising on a whole host of topics related to each client’s immediate financial goals, potential business transitions, and legacy planning. He wants his clients to have an exceptional, well-rounded, and resource-rich experience when working with him and his fellow advisors.

Anthony earned a certificate of completion from the Yale School of Management in Wealth Management Theory & Practice, an MBA in Finance and Accounting from The Columbia Business School, and a BA in Economics from the University of Pennsylvania. Prior to launching his financial services career with Goldman Sachs, Anthony worked for IBM, ShowCase Software, Xerox, and Stoltzfus RV.

A native of Malvern, PA, Anthony lives there with his wife and five children. He serves as Chairman of Father Chuck’s Challenge, which raises funding for housing in Nicaragua and Haiti. He is also the author of "Yes, I Got the Job" a real-life road map for college students to successfully attain summer internships and earn their first full-time, post-graduation job.


California Insurance License #0L00643  Resident: PA

Backed by more than 20 years of experience in financial services, Ryan is a Financial Advisor who leads clients in planning their financial affairs. This often includes utilizing his knowledge in estate planning strategies, investment planning, education funding, cash flows, retirement planning, employee benefits, charitable and gifting planning, business succession planning, and tax efficient strategies.*

Ryan has extensive experience in providing investment planning services for corporate executives, closely held business owners, and high-net-worth individuals.

Ryan earned his bachelor’s degree from York College of Pennsylvania and his Master of Business Administration from Widener University. He also serves on the financial services advisory board at Widener University.

Ryan resides in Media, PA, with his wife, Danielle, and their sons, Jack and Alex. Ryan volunteers with the local Boy Scout pack and coaches both of his sons’ baseball and soccer teams. Among other things, he enjoys hiking, fly fishing, Philadelphia sports, and spending time with his family.

*Wells Fargo Advisors is not a legal or tax advisor.  However, we will be glad to work with you, your accountant, tax advisor, and/or lawyer to help you meet your financial goals.

Chris is a Vice President at Wells Fargo Advisors and has worked with the current team principals for over 20 years. He prides himself on his personal relationships with his clients while striving to provide superior service in assisting their needs. This is exemplified by his role as lead trader of the team, in which he always strives to use his deep knowledge and experience executing strategies for portfolio rebalancing, tax harvesting, complex derivatives, hedging strategies, and large single-stock transactions. Chris’ responsibilities also include providing comprehensive advice, performance reporting, and analysis while utilizing Wells Fargo Advisors’ deep resources to help wealthy families and institutions meet their financial goals.

Chris earned his Bachelor of Science in Finance from the University of Rhode Island, where he was a member of the Phi Eta Sigma Honor Society. In 1998, Chris started his career at Goldman Sachs in their Private Client Services division. His previous wealth management experience also includes time at Deutsche Bank and Credit Suisse Group.

Chris is an Ironman triathlete and master scuba diver. He also enjoys golf, soccer, kiteboarding, and surfing. Chris is a native of Pennsylvania and resides on Long Beach Island, NJ, with his wife.

Melissa has been with Wells Fargo Advisors since 2009 and with our team the past few years. She has 20-plus years of experience in the industry and holds the Series 7, 66, and 31 registrations. Melissa prides herself on providing excellent customer service to assist with our clients’ needs, and she is an advocate for our clients when needed.

Melissa is a Pittsburgh native and currently resides in Glenmoore, PA, with her husband and two teenage children. On a nightly basis, you can find Melissa in a hockey rink or traveling on weekends, as both of her children play competitive travel ice hockey. She also enjoys traveling and running half marathons.