Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.
Wyomissing, PA Office
Chris began his career at Meridian Asset Management and has since held bank management positions at Commonwealth Bank and Citizens Bank. He has extensive experience working with small to medium sized businesses on issues including cash flow, lending, deposit services, and planning. Chris was born and raised in Berks County, Pennsylvania giving him many ties to the local community. Chris has a Bachelors of Science degree in Accounting from the Pennsylvania State University, a Masters degree, and is a Certified Financial Planner. He resides in Wyomissing, PA with his wife Kim and their two children.
Exton, PA Office
Jason is originally from the Lehigh Valley, Pennsylvania, and graduated in 1997 from the Pennsylvania State University with a Bachelors of Science degree in Chemical Engineering. After working in engineering for many years, Jason pursued his Masters of Business Administration degree while working at Lucent Technologies in Reading. Upon graduation from Lehigh University with an MBA in Finance, he joined Barclays Capital in New York City. The opportunity to help individuals invest appropriately and plan for the future has always been an interest of Jason’s. This need to help drew him to the wealth management and financial services industry. He currently resides in Downingtown, PA with his wife Danielle and son.