Founding partners, Jack Clark and Joan Goshow, have brought together a team of professionals to help ensure clients receive efficient, experienced and friendly service.
Jack J. Clark
Registered Principal
Senior PIM Portfolio Manager
Jack J. Clark
Registered Principal
Senior PIM Portfolio Manager
Jack has been serving the financial and investment needs of clients for over 25 years. He received his B.A. degree from Gettysburg College with a degree in business administration. He is also a graduate of the Securities Industries Institute program at The Wharton School at The University of Pennsylvania. He is a "Series 7" securities registered financial advisor with a General Securities “Series 8” designation. He has also achieved registration in Commodities & Futures Contracts “Series 3”.
Serving the non-profit community is a priority. He has been board chair at Hope Partnership for Education in Philadelphia and currently serves as chairperson of the investment committee and member of the board of directors at Mercy Investment Services, Inc.
CA insurance license # 0D67731, Resident State: PA
The Wharton School at The University of Pennsylvania
Joan Goshow
Senior Financial Advisor
PIM Portfolio Manager
Joan Goshow
Senior Financial Advisor
PIM Portfolio Manager
Joan has over 40 years of experience with clients as a “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 23 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 35 years of experience with clients as a series 7 securities registered financial advisor and has also earned the CFP™ certification. 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 flying, scuba diving 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.
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