Meet Our Team

David Kron is a Principal and PIM Portfolio Manager at the Kron & Polis Financial Group. He is currently Managing Director – Investments and brings 22 years’ experience to the team. He is dedicated to helping clients achieve their life goals.

The Financial Times has included David in their “Top 400 Financial Advisors” in 2014, 2016, 2017 and 2018,¹ and he has received recognition as one of Barron’s “Top 1,200 Advisors” every year from 2016–2022.² Furthermore, David was named a top advisor in Pennsylvania by Forbes Magazine in 2018, 2019, 2020, 2021, and 2022.³ He has achieved recognition as a Wells Fargo Advisors Premier Advisor every year from 2007 to 2021,⁴ and he has been acknowledged as a Five Star Wealth Manager as seen in Philadelphia Magazine yearly from 2012 to the present.⁵ Currently David serves on the firm’s Financial Advisor Advisory Council. David was also selected to the “Top 40 under 40” in 2015 by On Wall Street Magazine.⁶

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.

<sub>CA Insurance License Number: 0F61402; Resident State: PA

1 Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.

2 The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

3 Ranking algorithm based on 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 ranking. Investment performance is not a criterion.

4 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.

5 The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3022 Philadelphia area wealth managers were considered for the award; 437 (14 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 2671 considered, 660 winners; 2015: 4696 considered, 805 winners; 2014: 4438 considered, 856 winners; 2013: 3354 considered, 934 winners; 2012: 2847 considered, 773 winners.

6 The OnWallStreet 40 Under 40 ranking is not an endorsement and is based strictly upon assets under management and trailing twelve-month production. The ranking is not indicative of past or future investment performance.</sub>

ndrew Polis is a founding team member and serves as Managing Director – Investments for The Kron & Polis Financial Group. 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. Andy has also been acknowledged as a Five Star Wealth Manager as seen in “Philadelphia Magazine” from 2012 to 2022.*

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.


<sub>CA Insurance License Number: 0E28614; Resident State: PA

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3022 Philadelphia area wealth managers were considered for the award; 437 (14 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 2671 considered, 660 winners; 2015: 4696 considered, 805 winners; 2014: 4438 considered, 856 winners; 2013: 3354 considered, 934 winners; 2012: 2847 considered, 773 winners.</sub>

After coming to Wells Fargo Advisors in 2008, Matt Cass joined the Kron & Polis Financial Group 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. Matt has been acknowledged as a Five Star Wealth Manager as seen in “Philadelphia Magazine” in 2014 and 2015.*

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.

<sub>CA Insurance License Number: 0M07995; Resident State: PA

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3022 Philadelphia area wealth managers were considered for the award; 437 (14 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 2671 considered, 660 winners; 2015: 4696 considered, 805 winners; 2014: 4438 considered, 856 winners; 2013: 3354 considered, 934 winners; 2012: 2847 considered, 773 winners.</sub>

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.

Along with Senior Registered Client Associate, Lisa Ward, and Senior Client Associate, Kathy Wachter, Lisa is one of the three operational keystone of The Kron & Polis Financial Group. 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.