Kron & Polis Financial Group
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Meet Our Team

When working with the Kron & Polis Financial Group of Wells Fargo Advisors, you receive a high level of personal attention and a fully customized strategic wealth plan. That’s what we believe it takes to go beyond managing money.
David J. Kron

David J. Kron

    • Private Wealth Financial Advisor
    • Managing Director - Investments
    • PIM Portfolio Manager
    David J. Kron

    David J. Kron

      • Private Wealth Financial Advisor
      • Managing Director - Investments
      • PIM Portfolio Manager
      David Kron is a Principal and PIM Portfolio Manager at the Kron & Polis Financial Group of Wells Fargo Advisors. He is currently Managing Director – Investments and brings 23 years’ experience to the team. He is dedicated to helping clients achieve their life goals.

      David has received recognition as one of Barron’s “Top 1,200 State By State Advisors” every year from 2016–2022.1 Furthermore, David was named a top advisor in Pennsylvania by Forbes Magazine in 2018, 2019, 2020, 2021 and 2022.2 He has achieved recognition as a Wells Fargo Advisors Premier Advisor every year from 2007 to 2021,3 and he has been acknowledged as a Five Star Wealth Manager as seen in Philadelphia Magazine yearly from 2012 to 2022.4 Currently David serves on the firm’s Financial Advisor AdvisoryCouncil.

      Additionally, David is currently involved in the local community serving as a Board Member and Treasurer of Global Philadelphia, and he recently joined the Board of Directors for the Crohn’s & Colitis Foundation. In the past, David has served as a Board Member of the Bryn Mawr Rehabilitation Hospital Foundation, the Kardon Institute, and the Jewish Heritage Program. David holds a bachelor’s degree in International Finance and Marketing from the University of Miami in Florida. During his leisure time, David enjoys playing tennis and basketball, and he is an avid Philadelphia sports fan. David, his wife, and children reside in Bucks County, PA.

      CA Insurance License Number: 0F61402; Resident State: PA


      1 The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

      2 The Forbes Top Next-Gen 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.

      3 The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

      4 This award was issued on 11/1/2022 by Five Star Professional (FSP) for the time period for the time period 2/21/2022 through 8/19/2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3604 Philadelphia-area wealth managers were considered for the award; 305 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 3576 candidates, 310 winners (9%). 2020: 4148 considered, 366 winners (9%); 2019: 3910 considered, 437 winners (11%); 2018: 3721 considered, 439 winners (12%); 2017: 3022 considered, 437 winners (14%); 2016: 2671 considered, 660 winners (25%); 2015: 4696 considered, 805 winners (17%); 2014: 4438 considered, 856 winners (19%); 2013: 3354 considered, 934 winners (28%); 2012: 2847 considered, 773 winners (27%) Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

      Contact

      • Send a Message
      • (215) 564-8286
      Andrew M. Polis

      Andrew M. Polis

        • Managing Director - Investments
        Andrew M. Polis

        Andrew M. Polis

          • Managing Director - Investments

          Andrew Polis is a founding team member and serves as Managing Director – Investments for The Kron & Polis Financial Group of Wells Fargo Advisors. He brings more than 30 years of financial services experience to his clients by helping them build and manage customized wealth plans with a focus on risk management and tax-efficienct strategies.

          Andrew has been named a Premier Advisor – which is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients – from 2009-2022.1 Andy has also been acknowledged as a Five Star Wealth Manager as seen in “Philadelphia Magazine” from 2012 to 2022.2

          He brings a multi-generational aspect to the team, as he worked side-by-side with his father, advising clients for more than 25 years. He strives to continue that legacy and actively collaborates with his team to provide multi-generational wealth planning and financial advice to their clients.

          Away from the office, Andrew is an avid tennis player and active in his synagogue. Andrew earned his Bachelor of Arts in Business Administration from Westchester University. He and his wife, Deborah, have two grown sons and live in Huntingdon Valley, PA.


          CA Insurance License Number: 0E28614; Resident State: PA

          1 The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

          2 This award was issued on 11/1/2022 by Five Star Professional (FSP) for the time period for the time period 2/21/2022 through 8/19/2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3604 Philadelphia-area wealth managers were considered for the award; 305 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 3576 candidates, 310 winners (9%). 2020: 4148 considered, 366 winners (9%); 2019: 3910 considered, 437 winners (11%); 2018: 3721 considered, 439 winners (12%); 2017: 3022 considered, 437 winners (14%); 2016: 2671 considered, 660 winners (25%); 2015: 4696 considered, 805 winners (17%); 2014: 4438 considered, 856 winners (19%); 2013: 3354 considered, 934 winners (28%); 2012: 2847 considered, 773 winners (27%) Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

          Contact

          • Send a Message
          • (215) 564-8834
          Matthew S. Cass, CRPC

          Matthew S. Cass, CRPC

          • CRPC
          • Vice President - Investments
          Matthew S. Cass, CRPC

          Matthew S. Cass, CRPC

          • CRPC
          • Vice President - Investments

          After coming to Wells Fargo Advisors in 2008, Matt Cass joined the Kron & Polis Financial Group of Wells Fargo Advisors in 2012, backed by numerous years of experience helping clients plan for their financial goals. Matt’s primary responsibility is to provide clients with integrated wealth plans using Wells Fargo Advisors’ Envision® Planning Process. Using this approach, he and the team help define, prioritize, and track each client’s goals and their progress toward them.

          Matt received his BA in Finance from Pennsylvania State University in 2006. As a Financial Advisor, Matt completed the curriculum and examination requirements to earn his Chartered Retirement Planning CounselorSM (CRPC®) designation. This commitment to continuing career education provides Matt with insights into current planning models and techniques that he is able to adapt to meet his clients’ needs. 

          Away from the office, Matt is active in sports, enjoys skiing, and has achieved a second degree black belt in Tae Kwon Do. Matt currently lives in Elkins Park, PA.

          CA Insurance License Number: 0M07995; Resident State: PA


          Contact

          • Send a Message
          • (215) 496-7645
          Kerry G. Kain

          Kerry G. Kain

            • Registered Client Associate
            Kerry G. Kain

            Kerry G. Kain

              • Registered Client Associate

              Kerry Goodnight began her financial career in 2013 with J.P. Morgan after graduating in the top of her class from SUNY College at Oneonta with a bachelor’s degree in business economics and a concentration in finance. She joined Wells Fargo Advisors in 2016 as a Client Associate with the Kron & Polis Financial Group of Wells Fargo Advisors.

              Along with Senior Registered Client Associate, Lisa Ward, and Senior Client Associate, Kathy Wachter, Lisa is one of the three operational keystone of Kron & Polis Financial Group of Wells Fargo Advisors. Through their understanding of back office management and operations, they are committed to helping ensure clients receive the ongoing support they deserve every step of the way. Kerry currently lives in Center City Philadelphia.

              Contact

              • Send a Message
              • (215) 496-7648
              Lisa Ward-Cargill

              Lisa Ward-Cargill

                • Senior Registered Client Associate
                Lisa Ward-Cargill

                Lisa Ward-Cargill

                  • Senior Registered Client Associate
                  With more than 40 years of combined industry experience, Lisa Ward-Cargill and Senior Client Associate Kathy Wachter are the administrative keystones of the Kron & Polis Financial Group of Wells Fargo Advisors. Through their understanding of back office management and operations, they are committed to helping ensure clients receive the ongoing support and guidance they deserve every step of the way.

                  Contact

                  • Send a Message
                  • (215) 564-7717
                  Kathleen Wachter

                  Kathleen Wachter

                    • Senior Client Associate
                    Kathleen Wachter

                    Kathleen Wachter

                      • Senior Client Associate
                      With more than 40 years of combined industry experience, Kathy Wachter and Senior Registered Client Associate Lisa Ward-Cargill are the administrative keystones of the Kron & Polis Financial Group of Wells Fargo Advisors. Through their understanding of back office management and operations, they are committed to helping ensure clients receive the ongoing support and guidance they deserve every step of the way.

                      Contact

                      • Send a Message
                      • (215) 564-2614
                      • 30 South 17th, Suite 2000
                        Philadelphia, PA 19103
                      • 215.564.2614
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