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About Us
We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Meet Our Team
Kurt J. Poling, CFP, ChFC
Managing Director – InvestmentsBackground and Experience
Kurt provides comprehensive investment planning. With nearly three decades of experience, Kurt has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kurt has dedicated his career to delivering the personalized investment planning services his clients deserve.
Kurt began his career as a Financial Advisor with Prudential Securities in Red Bank, NJ. In 2000, he transferred with Prudential Securities to the Lehigh Valley in PA. Prudential Securities was acquired by Wachovia Securities which then became Wells Fargo Advisors. In 2007, Kurt earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Additionally, Kurt achieved his ChFC® in 2008. Kurt has been named a Premier Advisor at Wells Fargo Advisors in 2012, 2013, 2014, 2017, 2018, 2019, 2020 and 2021. A distinction that is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. Kurt has been named to the 2018, 2019, 2020, 2021 & 2022 Forbes Best-in-State Wealth Advisors Ranking*.
Kurt earned his bachelor’s degree at Moravian College and was an All American football player. He returned to his alma mater and coached the defensive line from 2000-2006. Kurt is a member of Moravian’s Athletic Hall of Fame and is currently serving as a member of the Leadership Council of Moravian College.
Away from the Office
Kurt spends his free time with his wife of over 30 years, Barbra. They have two children, Shauna and Brett, and three granddaughters, Sawyer, Parker and Ember. They can often be found at Lake Wallenpaupack or playing golf at Brookside Country Club.
CA Insurance License Number: 0M68270. Resident State: PA
*The Forbes Best-In-State Wealth Advisors 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.
Kurt provides comprehensive investment planning. With nearly three decades of experience, Kurt has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kurt has dedicated his career to delivering the personalized investment planning services his clients deserve.
Kurt began his career as a Financial Advisor with Prudential Securities in Red Bank, NJ. In 2000, he transferred with Prudential Securities to the Lehigh Valley in PA. Prudential Securities was acquired by Wachovia Securities which then became Wells Fargo Advisors. In 2007, Kurt earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Additionally, Kurt achieved his ChFC® in 2008. Kurt has been named a Premier Advisor at Wells Fargo Advisors in 2012, 2013, 2014, 2017, 2018, 2019, 2020 and 2021. A distinction that is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. Kurt has been named to the 2018, 2019, 2020, 2021 & 2022 Forbes Best-in-State Wealth Advisors Ranking*.
Kurt earned his bachelor’s degree at Moravian College and was an All American football player. He returned to his alma mater and coached the defensive line from 2000-2006. Kurt is a member of Moravian’s Athletic Hall of Fame and is currently serving as a member of the Leadership Council of Moravian College.
Away from the Office
Kurt spends his free time with his wife of over 30 years, Barbra. They have two children, Shauna and Brett, and three granddaughters, Sawyer, Parker and Ember. They can often be found at Lake Wallenpaupack or playing golf at Brookside Country Club.
CA Insurance License Number: 0M68270. Resident State: PA
*The Forbes Best-In-State Wealth Advisors 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.
Nicholas Nejad
Financial Advisor
Background
As an undergraduate at nearby Moravian College (now Moravian University), my experience with a student investment club sparked my interest in financial markets and investing. After earning a degree in Economics, like most college graduates deciding on which career direction to take, I considered my strengths. I've always had a knack for math and finance, and I like to help people, so working in financial services just made sense for me — all the numbers added up.
I work along side my partner and mentor, Managing Director - Investments, Kurt J. Poling, who is an FA that has been individually recognized by Forbes as a Best-in-State Financial Advisor for 2024*. I value the opportunity to work with an experienced investment professional who has a thorough knowledge of the variety of financial tools we offer.
As a native of the Lehigh Valley, I enjoy working with hometown friends and families as well as new clients. Financial goals can be as varied as the people who live here. Some are saving for a comfortable retirement with plenty of travel and leisure time. Others hope to purchase a second home or pay for their children's education. Whatever their priorities, I'm ready to help them. I always look forward to meeting new clients and discussing how we can help them outline a strong financial future.
Outside the Office
Out of the office, I'm active in a number of community groups and events. I played football for Moravian, and I continue to attend the games every season as well as be a supporter of their Blue & Grey Club. You will usually find me spending my free time with my wife, Alexandra, my friends, or my family. I also love being outdoors. You can find me fishing, golfing, or exercising somewhere around the Lehigh Valley.
*2024 Forbes Best-in-State Wealth Advisors; Forbes.com (Awarded APR 2024). Data compiled by SHOOK RESEARCH LLC, Based on time period from 06/30/22 - 06/30/23. The Forbes Best-in-State Wealth Advisors 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.
As an undergraduate at nearby Moravian College (now Moravian University), my experience with a student investment club sparked my interest in financial markets and investing. After earning a degree in Economics, like most college graduates deciding on which career direction to take, I considered my strengths. I've always had a knack for math and finance, and I like to help people, so working in financial services just made sense for me — all the numbers added up.
I work along side my partner and mentor, Managing Director - Investments, Kurt J. Poling, who is an FA that has been individually recognized by Forbes as a Best-in-State Financial Advisor for 2024*. I value the opportunity to work with an experienced investment professional who has a thorough knowledge of the variety of financial tools we offer.
As a native of the Lehigh Valley, I enjoy working with hometown friends and families as well as new clients. Financial goals can be as varied as the people who live here. Some are saving for a comfortable retirement with plenty of travel and leisure time. Others hope to purchase a second home or pay for their children's education. Whatever their priorities, I'm ready to help them. I always look forward to meeting new clients and discussing how we can help them outline a strong financial future.
Outside the Office
Out of the office, I'm active in a number of community groups and events. I played football for Moravian, and I continue to attend the games every season as well as be a supporter of their Blue & Grey Club. You will usually find me spending my free time with my wife, Alexandra, my friends, or my family. I also love being outdoors. You can find me fishing, golfing, or exercising somewhere around the Lehigh Valley.
*2024 Forbes Best-in-State Wealth Advisors; Forbes.com (Awarded APR 2024). Data compiled by SHOOK RESEARCH LLC, Based on time period from 06/30/22 - 06/30/23. The Forbes Best-in-State Wealth Advisors 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.
Melissa Eibach
Background
With over ten years in the financial service industry, Missy is dedicated to working closely with clients to help make their overall administrative and operational support as efficient and organized as possible. She takes the time to learn and understand our clients making their experience more personal and unique. Her goal is to keep Poling Wealth Management Group of Wells Fargo Advisors involved and highly engaged in meeting our client’s needs.
Before joining Poling Wealth Management Group of Wells Fargo Advisors and throughout her career, she has held various roles within Wells Fargo Advisors but found directly working with client to achieve their goals to be the most rewarding. She works very closely with our team and takes great pride in providing our clients with an exceptional customer service experience.
Outside the Office
She is a graduate of the Pennsylvania State University and visits frequently to attend Penn State athletic events. In her spare time, she enjoys traveling, walking the local hiking trails & spending time with her family and friends. Originally from Yardley, she resides in North Whitehall Township with her husband, William, their two children, Jonathan & Hunter.
With over ten years in the financial service industry, Missy is dedicated to working closely with clients to help make their overall administrative and operational support as efficient and organized as possible. She takes the time to learn and understand our clients making their experience more personal and unique. Her goal is to keep Poling Wealth Management Group of Wells Fargo Advisors involved and highly engaged in meeting our client’s needs.
Before joining Poling Wealth Management Group of Wells Fargo Advisors and throughout her career, she has held various roles within Wells Fargo Advisors but found directly working with client to achieve their goals to be the most rewarding. She works very closely with our team and takes great pride in providing our clients with an exceptional customer service experience.
Outside the Office
She is a graduate of the Pennsylvania State University and visits frequently to attend Penn State athletic events. In her spare time, she enjoys traveling, walking the local hiking trails & spending time with her family and friends. Originally from Yardley, she resides in North Whitehall Township with her husband, William, their two children, Jonathan & Hunter.
Brett Poling
Background
I was an undergraduate at nearby Moravian University - earning a degree in Business Management, concentration in Organizational Leadership in May of 2020. While earning my degree, my interest in financial markets and investing was discovered through an introductory Economic course. From there, my interest drove me to continue my economic studies, as well as becoming an active member in the student investment club. My hard work paid off when I was invited to become a member of The International Honor Society in Economics - Omicron Delta Epsilon.
Having graduated in 2020 during the heart of the pandemic, like most, adversity was just around the corner. However, I chose to look at this adversity as an opportunity to reevaluate my future. I combined my interest in financial markets and investing with my passion for helping others – leading me to financial services. After pivoting my future, I gratefully already had a mentor to lean on. My father, Kurt J. Poling, has been recognized by Forbes as Best-In-State Wealth Advisor for 2018-2022*. This opportunity provides me with an experienced investment professional who has a thorough knowledge of markets and the financial tools we offer.
Financial goals vary from person to person. Some are saving for a comfortable retirement with plenty of travel and leisure time. Others hope to purchase a second home or pay for their children's education. No matter the goal, I look forward to uncovering them and planning how to achieve them.
Out of The Office
I love watching and talking all sports. I played football for Moravian University and frequently attend games to continue my support. I like to spend my free time at the gym, outdoors fishing, or making memories with friends and family.
*The Forbes Best-In-State Wealth Advisors 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.
I was an undergraduate at nearby Moravian University - earning a degree in Business Management, concentration in Organizational Leadership in May of 2020. While earning my degree, my interest in financial markets and investing was discovered through an introductory Economic course. From there, my interest drove me to continue my economic studies, as well as becoming an active member in the student investment club. My hard work paid off when I was invited to become a member of The International Honor Society in Economics - Omicron Delta Epsilon.
Having graduated in 2020 during the heart of the pandemic, like most, adversity was just around the corner. However, I chose to look at this adversity as an opportunity to reevaluate my future. I combined my interest in financial markets and investing with my passion for helping others – leading me to financial services. After pivoting my future, I gratefully already had a mentor to lean on. My father, Kurt J. Poling, has been recognized by Forbes as Best-In-State Wealth Advisor for 2018-2022*. This opportunity provides me with an experienced investment professional who has a thorough knowledge of markets and the financial tools we offer.
Financial goals vary from person to person. Some are saving for a comfortable retirement with plenty of travel and leisure time. Others hope to purchase a second home or pay for their children's education. No matter the goal, I look forward to uncovering them and planning how to achieve them.
Out of The Office
I love watching and talking all sports. I played football for Moravian University and frequently attend games to continue my support. I like to spend my free time at the gym, outdoors fishing, or making memories with friends and family.
*The Forbes Best-In-State Wealth Advisors 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.