With more than 33 years of experience in the financial industry — and more than three decades with Wells Fargo Advisors and its predecessor firms — Matt Farley is dedicated to helping clients maximize their wealth’s potential through thoughtful, personalized strategies. As Managing Director – Investments, he brings both deep expertise and a client-first philosophy to his role. Matt has received the Wells Fargo Advisors Platinum Council distinction each year from 2015 to 2025¹.

Matt’s approach helps simplify the many moving pieces of the investment puzzle, giving clients clarity, confidence, and control in their decision-making. Matt and his team focus on building long-lasting relationships with a select number of clients, delivering tailored wealth management plans that evolve with life’s milestones. By blending decades of experience with a collaborative, client-centered approach, he helps individuals, families, and business owners plan with confidence for today, tomorrow, and future generations.

His areas of focus include investment planning, retirement preparation, wealth preservation, education savings, and estate planning strategies. By collaborating with attorneys, accountants, and other professionals, Matt ensures that each client’s plan is comprehensive, integrated, and designed to support their unique goals.

Clients value Matt’s ability to demystify the investment process and empower them with knowledge.

He specializes in guiding families through major life transitions — such as retirement, career changes, divorce, or the loss of a loved one — with both expertise and compassion.

Beyond his professional role, Matt is deeply committed to giving back. He supports a variety of charitable organizations focused on food insecurity and chronic illness and is particularly active in Drive Toward a Cure, a road rally that raises awareness and funding for Parkinson’s research. A lifelong automotive enthusiast, he enjoys taking part in events that combine his passion for cars with meaningful causes.

 

Kyle Farley brings a fresh perspective and a deep commitment to helping clients plan confidently for their financial futures. With six years in the financial services industry and experience across retirement plan sales, client relationship management, and wealth planning, he now serves as a Financial Advisor.

Kyle began his career at Lincoln Financial Distributors, progressing through leadership development and sales support roles before moving to Kades-Margolis as a Client Relationship Manager. He holds a bachelor’s degree in finance with a specialization in wealth planning from Bloomsburg University.

Believing strongly in the transformative power of wealth planning, Kyle chose to become a financial advisor to help individuals and families relieve financial stress and find freedom through smart, long-term financial decision-making. His areas of focus include college funding, retirement planning and income strategies, multi-generational wealth planning, and helping clients address both short- and long-term goals. Kyle’s aim is to be a trusted partner through every stage of life, helping clients plan for their dreams, navigate change, and gain confidence in having a flexible, forward-looking strategy.

Clients value Kyle’s approachable style and his ability to create financial strategies that reflect their unique stories and aspirations. He often reminds them: “True financial confidence comes from knowing your plan supports not just your retirement, but all of life’s milestones.”

Kyle lives in Phoenixville, Pennsylvania with his fiancée, Brigid, and their golden retriever, Nala. They enjoy the charm of their 1800s-era home, originally built to house steel mill workers of the Phoenixville Foundry. Outside of work, Kyle enjoys cooking, traveling, golf, and spending time outdoors.

 

With more than 22 years of experience in the financial services industry, Christine is devoted to making the client experience seamless, efficient, and personable. She began her career in 2003 with First Union Securities and has remained in her role through the mergers of Wachovia Securities and Wells Fargo Advisors.

Known affectionately as the “Paperwork Queen," Christine organizes and simplifies the process of establishing and maintaining investment accounts and provides families with guidance through the complexities of estate procedures. Clients appreciate her ability to "get things done" - combining speed, proficiency, and reliability with warmth, humor, and positive energy.

Before entering financial services, Christine built her skills in sales support and project coordination across diverse industries, from educational toys to electrochemical instruments. That broad background, paired with her financial expertise, enables her to bring both creativity and precision to her role.

Originally from the greater Cleveland area, Christine grew up in Bucks County and now resides in Montgomery County. Outside the office, she's an enthusiastic "yogi" practicing yoga daily in group settings. She volunteers at a Ukrainian church's weekly pierogi sale and holiday bake drive to support wartime humanitarian aid and fundraising for Ukraine. She especially enjoys meeting new people in her community through both of these activities.

Christine values the strong camaraderie she shares with Matt and Kyle Farley, where each team member's strengths contribute to collective success. She takes pride and being a warm, supportive presence for clients, especially when guiding families through the challenges of settling a loved one's estate- while also serving as a tenacious advocate who works tirelessly behind the scenes to ensure every detail is handled with care.

Tim Rahr is a lead strategist with Business Owner Advisory within Wells Fargo’s Advice and Planning. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and transaction considerations to aid clients in evaluating their transition options.

Prior to joining Wells Fargo, Tim was a partner in a national chief financial officer services firm that provided business transition and corporate finance services to closely held companies. Prior to his consulting role, he served as chief financial officer, then as president at a family-owned media company. During his sixteen-year tenure, he was instrumental in structuring ownership transition to next-generation family members. Earlier in his career, Tim held a series of sales and operations management positions at Associates First Capital and was a partner in a residential construction and development company.

Tim earned his bachelor’s degree from Middlebury College and completed executive education coursework at the Wharton School of the University of Pennsylvania. . Tim has been awarded the Certified Exit Planning Advisor (CEPA) designation.

Tim and his wife Sarah live in New Haven, CT. When not advising owners of closely held businesses, Tim enjoys cooking, gardening, and playing golf.

Dan Mandel is a senior wealth strategist with Wells Fargo Bank’s Wealth & Investment Management located in Wayne with more than fifteen years of experience in financial services and wealth planning. Dan focuses on wealth and charitable planning strategies for clients, to help them pursue their personal and family financial goals as well as to provide guidance on how they can use wealth to create a lasting legacy.

Prior to joining Wells Fargo Bank, Dan worked as an estate planning consultant at another large financial institution. He also previously practiced law with regional firms in Philadelphia focusing his practice on transactional law and drafting estate plans.

While no longer practicing law, Dan obtained his Juris Doctor from Rutgers School of Law, and a Masters of Law in Taxation from Temple University Beasley School of Law. He is a member of the Pennsylvania and New Jersey State Bar Associations and a member of the Philadelphia Estate Planning Council.

Dan currently serves on the Board of Directors and Finance Committee of Congregation Adath Israel. He and his wife Rory have two children and reside in suburban Philadelphia.