Jack has been serving the financial and investment needs of clients for over 25 years.   He completed professional training at The Wharton School at The University of Pennsylvania and is a graduate of Gettysburg College with a degree in Business Administration. He obtained the Series 7 General Securities Representative and a Series 8 General Sales Supervisor securities registrations. He also earned the designation of Senior PIM Portfolio Manager.

 

Jack values serving the nonprofit community.  Currently, he is a member on the Board of Directors and Investment Committee for Mercy Investment Services.  He is also the Chairperson Emeritus of the Investment Committee.


CA insurance license # 0D67731, Resident State: PA

 

Joan has over 44 years of experience with clients as a FINRA Series 7 securities registered financial advisor. She is a graduate of Northeastern University with a degree in Biology/Chemistry.

John has enjoyed providing solutions for the financial, investment and insurance needs of clients for over 25 years. He is a securities registered “Series 7” Financial Advisor and has also obtained the accredited Certified Retirement Counselor®(CRC®) certification. He is a graduate of McDaniel College with a degree in Business Administration/Economics. John has been a long time resident of the Main Line area of Philadelphia with close ties to local businesses and residents. When away from the office, John can be found volunteering throughout the community, especially as a coach for several youth lacrosse teams.

Marc has over 41 years of experience with clients as a Registered Financial Advisor with a Series 7 Securities registration and has also earned the CFP® certification which he maintained for over 30 years. Marc is a graduate of Albright College with a degree in economics and received his MBA from Temple University. While away from the office, Marc can be found volunteering throughout the community, especially for the Optimist Club of Boyertown. Marc's hobbies include traveling, spending time with his 2 grandsons and golf.

Janeen's focus is to ensure that your administrative and operational needs are handled accurately and efficiently. She is available to schedule meetings, answer statement questions, manage cash transfers, issue checks and open new accounts, along with many other “behind the scenes” activities that help make your financial life easier.

Janeen and her husband have three daughters, two sons-in-law, three grandsons and a granddaughter. She and her family have lived in Malvern for over 18 years. She enjoys spending time with her family, traveling and volunteering in her community.

Jen's responsibilities include developing and implementing a world class service and client development program.  We continue to improve upon our program to effectively communicate and best meet your expectations.

She has been added to your team to ensure that you are consistently served in a timely and efficient manner allowing us to be more focused on your financial priorities.

Jen is a graduate of Penn State University, has a wonderful family and enjoys skiing and long distance running.