Our Team

Focus

Lee’s years of investment consulting experience for institutions, pension funds, trust and high net worth individuals have made him suited to help clients as an investment advisor. In addition to his work on equity investments, Lee is heavily involved in estate investment planning issues and fixed income management.

Background and experience

Lee has over 50 years of experience in the Wealth Management Services field.

After receiving a degree in accounting from Widener University, Lee began his career in investing with Girard Trust. Over the next five years he gained valuable knowledge while earning his Chartered Financial Analyst (CFA) designation.

The CFA is a globally-recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. As a CFA charter holder, Lee has a strong global investment knowledge, institutional-level investment credentials and advanced portfolio management skills. CFAs are bound by a strict code of ethics and a fiduciary standard of care.

In 1972 he was appointed Director of Investment Research and fund manager for the Continental Bank Trust Department. After 10 years with the trust department, the Presidency of the bank's brokerage firm was offered as a new endeavor. Twelve years and millions of trades later, a change from firm management back to personal wealth management was in order.

Lee joined Morgan Stanley in 1995 and after 5 years he became associated with First Union Securities, now Wells Fargo Advisors.

Away from the office

Lee spends his free time with his wife Marilyn, a retired educator and author. They enjoy the sense of adventure that comes with travel. Their daughter and son are both married and have added four grandchildren to their growing family. Lee enjoys skiing and has volunteered as a member of the National Ski Patrol at Bear Creek.  In addition, he is an avid photographer, competitively races his sailboat, and takes satisfaction in the challenge of construction projects.

Focus

Beth pursued her interest in finance and investing that began with her father, and combines her extensive experience throughout major market shifts with an educational approach to help guide her clients. She builds integrated financial strategies that address each individual’s specific needs at each life stage to help achieve positive financial outcomes.

Background and experience

A Financial Advisor for over 30 years, Beth began her career with Janney Montgomery Scott. She continued to develop her fundamental investment knowledge and experience providing advice and guidance to her clients at Merrill Lynch and then Wheat First Union, a predecessor firm of Wells Fargo Advisors.

Recognizing the value of a team approach to providing personalized financial advice to individuals, families, and small businesses, she joined her practice with Larry Berne and Leon Lieberman in 2006.

Beth earned the designation of a Certified Divorce Financial Analyst in 2006. In her role as a CDFA^® professional, she helps clients evaluate and plan for the financial effects of divorce settlement decisions.

She earned the CERTIFIED FINANCIAL PLANNER™, or CFP^® professional certification in 2006. To earn this designation, she has demonstrated skill in analyzing and developing personal long-term financial strategies. She has completed hundreds of hours of rigorous financial planning courses and examinations. CFP^® professionals are bound by a strict code of ethics and a fiduciary standard of care. In addition, she holds an MBA from Temple University.

Away from the office

Away from the office Beth spends her free time with her twins. They like to stay active both physically and mentally, whether it’s skiing, yoga, biking together, or taking trips into New York City to visit museums and see shows.

Beth also volunteers her time as part of the Women’s Divorce Alliance. This organization provides support and education to empower women before, during and after a divorce.


The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Focus

Dan is a Partner and a Financial Advisor whose focus is building wealth plans and helping his clients make smart decisions throughout their lives to achieve their vision for the future.

Background and experience

After graduating from Arcadia University with a degree in Business Administration, Dan pursued his interest in finance and the markets working with clients to help build, manage, preserve and transition their wealth.

Dan has over 11 years of experience as a Financial Advisor and earned his CERTIFIED FINANCIAL PLANNER™, or CFP^® professional certification in 2015. To earn this designation he has demonstrated skill in analyzing and developing personal long-term financial strategies. He has completed hundreds of hours of rigorous financial planning courses and examinations. CFP^® professionals are bound by a strict code of ethics and a fiduciary standard of care.

He takes the time to build collaborative, trusting relationships with his clients. As questions, issues and financial opportunities arise, he clearly presents the different alternatives available and helps his clients choose the best path for them and their family.

As a younger advisor, he enjoys working with individuals who are beginning their financial journey and Millennials to help them learn the benefits of investing and how to build their assets to help achieve their goals.

Away from the office

Dan lives in Montgomery County with his wife, Nicole, an oncology nurse, and their two young children. He enjoys playing the guitar and traveling with his family. Dan and his dad enjoy spending free time attending various sporting events throughout the country.

Focus

Sherri is often the first point of contact for clients and her focus is to make each interaction a positive experience. She answers questions, handles service requests, including Notary duties, and aims to provide exceptional service quickly and accurately to help the team meet each client’s financial needs.

Background and experience

She began her Financial Services career in 2008 at Wachovia Securities as a Client Associate providing clients with personalized attention and solution-oriented service. There her responsibilities included opening new accounts, servicing existing relationships, coordinating distributions and performing various operational functions.

As her experience grew, Sherri transitioned to the role of Branch Liaison and then Branch Administrator. With each role, she expanded her knowledge of the securities industry including client service, sales, operations and compliance.

Now, working with the team at Invictus, she draws on the strengths and experience of each individual to help achieve positive financial outcomes for their clients.

Away from the office

Sherri lives in Bucks County with her two college age children, Allyson and Colin.  She enjoys reading, cooking, baking and traveling.  Active in the local community she is a proud supporter and volunteers her time with the Bucks County Opportunity Council, the American Red Cross of Southeastern PA, and Recovery Advocates of America.

Focus

In addition to serving as a key point of contact for our clients, Kathy helps simplify client’s financial lives by handling account related questions or service issues, creating reports and helping the team deliver customer service that exceeds expectations.

Background and Experience

Kathy began her career in Financial Services in 1985 working as a Sales Assistant at Dean Witter.  She continued her career at Drexel Burnham who was acquired by Prudential Securities.  She took time off to raise her children and volunteer at Children’s Hospital of Philadelphia.  After her children had grown, she returned as a Financial Consultant with a wealth management group at Wachovia Securities before moving with them to Morgan Stanley during the ’08 financial crisis.  She went to Oppenheimer for seven years.

With her Series 7, 66 and 3 registrations, Kathy has experience trading equities, bonds and commodity futures.

Away from the office

Kathy lives with her husband in Jenkintown and has two grown children.  She is a member of the Jenkintown Rotary and is on the Board of Directors of the Jenkintown Library.  She enjoys helping restore her 120 year old home, entertaining and spending time with her family and friends (watching reality shows and drinking cocktails).