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.

Beth has been selected as one of the Forbes Top Women Wealth Advisors Best-In-State for 2023. * 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


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^® 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. 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.

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

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 commodityfutures.

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.