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Girard
 

Relationship Management Team

Leadership

PLANNING & ADVISORY SERVICES

Dave Geibel headshotDavid Geibel
Senior Vice President and Managing Director of Relationship Development
 
Contact David Geibel
 
Since joining Girard more than 10 years ago as a wealth advisor, David has worked tirelessly to implement sound investment strategies for his clients by establishing a personalized, comprehensive strategy and working closely with them throughout the entire investment lifecycle. Prior to Girard, David developed investment strategies for institutional clients at BlackRock, Inc. David earned his bachelor's degree in finance and accounting from Drexel University, and is a graduate of the Executive Regional Leadership Forum and Cannon Trust School. David lives in Malvern, PA with his wife and three sons. When he’s not analyzing the markets, you can find him training for his next marathon or passionately advocating for people with special needs.
 
 
Bill Van Sant headshotWilliam F. Van Sant III, CFP®, AIF®
Senior Vice President and Managing Director of Relationship Development
 
Contact William Van Sant
 
As a senior vice president and managing director, Bill manages a growing team of wealth advisors and client relations professionals in providing comprehensive wealth planning, insurance solutions and asset management services to the firm’s clients. He uses his unique perspective to assess each client’s financial needs, and creates a custom approach to help them achieve their goals. Bill received his bachelor’s degree in economics from Ursinus College and holds FINRA licenses 7, 24, 63, and 51 along with the Pennsylvania Life, Accident, and Health Insurance license. He also holds the designation of Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®). Bill enjoys spending time with his family and working on his golf game, in addition to working with multiple organizations that support American history and historic preservation. Bill also has a voice for radio, sharing his expertise as a regular guest on the WNPV AM 1440 show, Comment Please.
 
 
Chris Powers headshotChris Powers
Senior Vice President and Managing Director of Financial Planning
 
Contact Chris Powers
 
As senior vice president and director of financial planning, Chris brings over 23 years of experience in the financial services industry to his role at Girard. He listens to his clients’ needs and offers customized financial solutions to help them meet their goals. Prior to joining the team, Chris was the senior manager of institutional sales at TD Ameritrade. He earned his bachelor’s degree in finance as well as his master's degree from Villanova University, is currently working toward becoming a Certified Financial Planner (CFP®). Outside of work, Chris enjoys traveling, attending Villanova basketball games and cheering on the Philadelphia Eagles. He and his wife, Carolyn, reside in West Conshohocken, PA.
 
 

EMPLOYER RETIREMENT PLANS

JD Smith headshotJD Smith
Senior Vice President and Managing Director of Employer Retirement Plans and Strategic Initiatives
 
Contact JD Smith
 
JD brings over 25 years experience to his role as managing director of strategic initiatives and retirement services. He uses his expertise to develop and implement strategies that meet key organizational objectives. By leveraging business intelligence, technology and relationship-building skills, JD helps drive growth and achieve departmental goals. Prior to joining Girard, JD worked as director of sales and marketing for National Penn Investors Trust Company. He earned his bachelor’s degree in economics from East Stroudsburg University. Outside of the office, you can find JD traveling, fishing or skiing with his family. He currently lives with his wife, three children and family dog in North Wales.
 
 

Team

EMPLOYER RETIREMENT PLANS

Scott CendaliScott Cendali, AIF®, CRPS®
Retirement Plan Officer
 
Contact Scott Cendali
 
Here at Girard, Scott is the main point of contact for clients seeking a partner in retirement planning. As a retirement plan officer with 17 years experience in the industry, he is dedicated to educating clients on the importance of saving for retirement. Prior to joining the team, Scott was an office manager and assistant at Mutual of Omaha Investor Services from 2002-2014. A graduate from the University of North Florida, Scott holds FINRA Series 7 and 66, and had earned the designation of Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plans Specialist (CRPS®). Outside of work, Scott enjoys playing chess, cheering for the Phillies and Eagles, and spending time with his wife and kids in Telford, PA.
 
 
 
Scott MulvaneyScott Mulvaney, AIF®, CRPS®
Vice President and Retirement Plan Consultant
 
Contact Scott Mulvaney
 
As a retirement plan consultant with over 13 years experience in the financial services industry, Scott identifies new opportunities for client growth within the retirement plans division. His collaborative nature and communication skills allow him to drive new business, making him an asset here at Girard. Prior to joining the team, Scott launched a college savings startup company where he oversaw sales. He holds a FINRA Series 65 license, AIF (Accredited Investment Fiduciary) and CRPS (Chartered Retirement Plans Specialist) designations. Scott earned a bachelor's degree in economics from Tufts University. Originally from Boston, Scott is an avid runner and enjoys spending time with his wife and Shepherd/Lab mix rescue pup in Harleysville.
 

PENSION SERVICES

Michael DavissonMichael Davisson
Vice President and Senior Wealth Advisor
 
Contact Michael Davisson
 
Mike has more than 25 years of experience in the financial services industry as a product relationship and sales manager. In his role as vice president and senior financial advisor, he is responsible for new business development across Pennsylvania. Mike earned his bachelor’s degree in finance and business management from Kent State University, and his master's from Saint Joseph’s University. He also holds an insurance license and FINRA series licenses 7, 63 and 66. An active member in the community, Mike is a licensed PIAA basketball referee and spends his weekends refereeing basketball games.
 
 

PLANNING AND ADVISORY SERVICES

john ashcroft headshotJohn Ashcroft
Wealth Advisor
 
Contact John Ashcroft
 
As a wealth advisor with more than 12 years of experience in the financial services industry, John helps his clients meet their individual financial needs. Prior to joining Girard, he worked at The Burney Company as a director of business development where he provided investment solutions to help his clients meet their goals. John earned his bachelor’s degree from the University of Pittsburgh and received an executive certificate in financial planning from Duquesne University. He holds the FINRA Series 66 license. John served four years as a member of AmeriCorps where he was honored with the AmeriCorps National Service Trust Award by President George W. Bush. During his college years, he was the mascot at the University of Pittsburgh. John currently resides in Washington D.C.
 
 
Joe Benner_ headshotJoseph Benner, CFP®, CDFA®, MBA
Vice President and Wealth Advisor
 
Contact Joseph Benner
 
As a vice president and wealth advisor, Joe is passionate about ensuring his clients have a solid financial plan in place. With more than 10 years in the financial services industry, Joe uses his expertise to create custom financial plans to help his clients build and preserve their wealth. Prior to his current role, Joe was a financial sales manager with Merrill Lynch. Joe received his bachelor’s degree from Muhlenberg College and his master's degree from LaSalle University. He has obtained his FINRA securities 7, 9, 10, and 66 licenses as well as the Pennsylvania Life, Accident and Health Insurance license. He also holds the designation of Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®). When he isn’t busy helping clients reach their financial goals, Joe spends quality time with his wife, Danielle, and young daughter, Lily, in Bucks County, PA.
 
 
Chris Briscoe headshotChristopher M. Briscoe, CFP®
Vice President and Wealth Advisor
 
Contact Christopher Briscoe
 
As a Certified Financial Planner®, Chris uses his knowledge and 15 years of experience to help clients define their investment needs and determine the best way to achieve their goals. As a vice president and wealth advisor, Chris’ area of expertise involves creating financial plans that are customized to meet each of his client’s goal and risk tolerance. Chris developed a solid reputation as a trusted, dependable resource while advising clients at JP Morgan Chase Bank and Merrill Lynch Trust Company. He is a graduate of the University of Delaware where he earned a bachelor’s degree in finance. Chris lives in Holland, PA with his wife and two children. When he isn’t drafting a financial plan, you can find him on the soccer field as a coach for both of his kids’ teams.
 
 
Gary Brown headshotGary E. Brown
Senior Vice President and Wealth Advisor
 
Contact Gary Brown
 
With more than 25 years in the financial services industry, Gary has created a legacy of being a reliable, trusted resource for his clients. As a senior vice president and wealth advisor, Gary specializes in financial planning and focuses on forming close relationships with his clients. A graduate from Temple University, Gary earned his bachelor's degree in accounting and his graduate degree in commercial banking from the University of Oklahoma. He is also a graduate of the Commercial Banking School at Bucknell University. He holds FINRA Series licenses 6, 7, 63 and 65 as well as the Pennsylvania Life and Health Insurance license. What’s more, he completed private banking programs at both Duke University and Emory University. Gary is actively involved in his community, serving on the Board of Directors for Peaceful Living and as a board trustee for the North Penn YMCA. He is also a member of the Allocations Committee for the North Penn United Way. When he isn’t busy serving his clients or his community, you can find Gary working on his golf game.
 
 
John Cahill headshotJonathan Cahill
Wealth Advisor Associate
 
Contact Jonathan Cahill
 
As a wealth advisor associate, Jonathan works closely with our wealth advisors and client service associates, assisting with the firm’s sales, servicing and portfolio management efforts. Jonathan prides himself on being analytical and service-oriented, and uses these skills to support the team. Prior to joining Girard, Jonathan worked at Kemp Harvest Financial Group as a paraplanner. Jonathan graduated from Delaware Valley University with a bachelor’s degree in business administration and has passed the FINRA Series 6 and 63 licensing exams. When he’s not helping his clients, Jonathan spends time with friends and family, golfing and going to the shore. He is an avid football fan and a season ticketholder of the Philadelphia Eagles. Jonathan currently resides in Philadelphia, PA.
 
 
Ed Clewell headshotEdward Clewell, AAMS®
Vice President and Wealth Advisor
 
Contact Edward Clewell
 
As a vice president and wealth advisor, Ed creates comprehensive plans that tackle everything from asset allocation to retirement and college planning. An effective listener and dedicated advisor with more than 20 years of experience, Ed adds a personal touch when helping his clients achieve their financial goals. He holds FINRA Series licenses 6, 7, 63 and 65, Pennsylvania Life, Fixed and Variable Annuity licenses and the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. He is also a member of the College for Financial Planning Alumni Association. Ed is an active member of his community and currently serves on the finance and investment committee for Valley Youth House, a local non-profit. He also serves as a coach for youth sports teams in the Lehigh Valley, where he lives with his wife and two children.
 
 
Emily Doll headshotEmily Doll
Wealth Advisor Associate
 
Contact Emily Doll
 
As a wealth advisor associate, Emily works closely with our wealth advisors and client service associates to assist them with the firm’s sales, servicing and portfolio management efforts. She has a strong attention to detail and enjoys building new relationships. Emily bring five years of experience in the financial services industry to her position at Girard Advisory Services, LLC. Prior to joining Girard, Emily worked at Lincoln Financial as an internal wholesaler for Long Term Care insurance. Emily obtained her bachelor’s degree in finance from Shippensburg University and obtained her FINRA Series 6 and 63 and PA Life and Health licenses. When she’s not helping her clients, Emily likes to golf, travel and spend time with her family and friends. She is also an avid fan of the Ohio State Buckeyes and South Carolina Gamecocks football teams. Emily currently resides in Radnor, Pa.
 
 
pawel durka headshotPawel Durka
Wealth Advisor Associate
 
Contact Pawel Durka
 
As a wealth advisor associate, Pawel provides support to the wealth advisors and client service associates. Using excellent communication skills and attention to detail, Pawel assists with the firm’s sales, servicing and portfolio management efforts. Prior to joining Girard, Pawel worked at SEI Investments as a supervisor in the investor management services department. Pawel earned his bachelor’s degree in economics from Widener University. When he’s not helping clients with their financial goals, Pawel enjoys traveling and participating in outdoor activities such as fishing, playing golf or skiing. He is an avid Philadelphia sports fan. Pawel currently resides in Media, PA.
 
 
Katie Fay headshotKathleen Q. Fay, CFP®
Senior Vice President and Wealth Advisor
 
Contact Kathleen Fay
 
As a senior vice president and wealth advisor, Kate’s 17 years of experience in the industry allows her to be empathetic and understanding to her clients, which serves as the foundation for her personal approach to building relationships and managing investments. As a member of the firm's Investment Committee, Kate performs due diligence in security selections, specifically with equities, mutual funds, and ETFs. Before joining Girard, Kate served as an investment consultant for Charles Schwab. Kate is a graduate of the University of Delaware and holds FINRA Series 7, 63, and 65 licenses in addition to the Certified Financial Planner (CFP®) designation. When not advising clients, Kate spends her summers down at the shore with her husband and three children. An avid Eagles fan, she has held season tickets since 2002 and considers her team’s televised games the best form of reality television.
 
 
thomas kozior headshotThomas Kozior
Wealth Advisor Associate
 
Contact Thomas Kozior
 
As a wealth advisor associate, Thomas uses his attention to detail and strong analytical skills to assist with the firm’s sales, servicing and portfolio management efforts. Prior to joining Girard, Thomas worked at Forensic Economics, a firm specializing in securities litigation. He earned his bachelor’s degree in applied economics from Ursinus College and his master’s degree in finance from the University of Rochester. When he’s not helping clients with their financial goals, Thomas enjoys playing the guitar and golfing. He is also a devoted Philadelphia Eagles fan. He currently resides in Holland, PA.
 
 
 
Linda LaVay headshotLinda J. La Vay, CTFA, AEP®
Senior Vice President and Wealth Trust Advisor
 
Contact Linda La Vay
 
Linda has more than 30 years of fiduciary experience including estate and trust administration. She was previously at National Penn Investors Trust Company, now BB&T, working with high net-worth clients on planning, and trust and investment management business. Prior to that, she spent 18 years at the various predecessors of Wells Fargo where she managed the wealth management team. Linda holds the Accredited Estate Planner® (AEP®) and Certified Trust and Financial Advisor (CTFA) designations, and has her Series 65 Investment Advisor license. She has served on the board of the Montgomery County Estate Planning Council and is a past president, and is a member of both the Philadelphia and Bucks County Estate Planning Councils. She volunteers with the National Association of Estate Planning Councils on their Council Relations Committee, the Wills for Heroes Foundation, the Whosoever Gospel Mission, the Montgomery County Foundation Inc., and is active with various animal rescue organizations.
 
 
Cathy Rahab headshotCathy Rahab
Vice President and Wealth Advisor
 
Contact Cathy Rahab
 
With nearly 28 years of experience managing and servicing investment portfolios, Cathy uses her knowledge to evaluate and understand each client’s needs in order to create personalized investment strategies. As a vice president and wealth advisor, she strives to develop lasting relationships aimed at helping clients establish long-term goals while balancing them with short-term realities. Previously, Cathy served as a senior vice president and director at Evergreen Investments. Cathy is a graduate of Villanova University’s College of Commerce and Finance and holds a Bachelor of Science in business administration. Cathy serves as a board member of the Philadelphia Skating Club where she heads the Ice and Coach Committee. When she isn’t busy championing the expansion of mental health research, she spends time with her two daughters and enjoys gardening at her home in Berwyn, PA.
 
 
ryan roy headshotRyan Roy, MBA
Vice President and Wealth Advisor
 
Contact Ryan Roy
 
Ryan is a natural-born leader who is passionate about building relationships, creating efficiencies, and solving complex problems to meet his client’s unique needs. Since 2011, Ryan has served as a consultant for Girard and joined the team full-time as a wealth advisor in 2018. Previously, Ryan spent 13 years in banking and financial investment advisory services. Most recently, Ryan served as CFO of Wakeen Enterprise, LLC where he managed the financials of three for-profit businesses and a non-profit organization. Ryan obtained his bachelor’s degree from Messiah College and his master's degree from Regent University. Ryan resides in Dillsburg, PA with his wife and three daughters. They are active members of their local church where Ryan has served as board member since 2010.
 
 
Jim Spindler headshotJames M. Spindler, CFP®
Senior Vice President and Wealth Advisor
 
Contact James Spindler
 
With more than 20 years of experience in the financial services industry, Jim knows the importance of holistic financial planning. As a senior vice president and wealth advisor, he works closely with his clients to create investment strategies that serve their unique needs and prepare for all of their financial goals. Prior to joining Girard, he was district vice president for a national brokerage firm. He is a graduate of Shippensburg University where he earned a bachelor’s degree in finance. He has obtained his securities licenses as well as the Pennsylvania Life, Accident and Health Insurance license. He also holds the Certified Financial Planner (CFP®) designation. Jim keeps busy attending his two daughters’ many activities including soccer, basketball, dance and horse-back riding. Jim is also a dedicated Philadelphia sports fan and enjoys cheering on the Eagles and Flyers. He is active in his community, serving as a board member for the Pennridge Chamber of Commerce.
 
 
Matt Stratton headshotMatt Stratton, CRPC®, APMA®
Vice President and Wealth Advisor
 
Contact Matt Stratton
 
As a vice president and wealth advisor, Matt uses his innovative thinking and resourcefulness to identify opportunities for clients. With nearly 20 years of experience in the financial services industry, Matt has an excellent understanding of today's business conditions, which helps him offer clients a multifaceted perspective and provide personalized financial solutions. Before joining Girard, Matt spent more than 10 years working for Charles Schwab and most recently served as partner and wealth advisor for Stratos Wealth Partners. He has obtained his FINRA series 7, 9, 10, 31 and 63 licenses as well as the Life and Health Insurance license. Matt earned his bachelor’s degree in business administration with a minor in mathematics from Saint Joseph’s College. When he isn’t busy conducting market research and analysis, you can find him in the kitchen cooking for his wife and two sons in Fort Myers, FL where he also enjoys fishing and scuba diving.
 
 
Stefan Szygiel headshotStefan A. Szygiel
Wealth Advisor Associate
 
Contact Stefan Szygiel
 
As a wealth advisor associate, Stefan assists with portfolio management, research and the client review process to help develop a customized financial plan for each client. His ability to successfully build and maintain long-term relationships stems from his coaching background and passion for wanting to help others. Stefan is a graduate of Arcadia University where he earned a bachelor’s degree in international business. He went on to obtain a master’s degree from La Salle University. In addition, he holds his FINRA Series 7 and 66 licenses. When he’s not helping his clients, Stefan loves to play golf and watch soccer. As a long-time soccer player, he now serves as the head coach of boys soccer at Central Bucks West, his alma mater. Stefan lives in Doylestown, PA with his wife and enjoys traveling in his spare time.
 
 
Kelly welch headshotKelly Welch, CFP®
Wealth Advisor
 
Contact Kelly Welch
 
Kelly has more than five years of experience in the financial services industry. Since joining the team, she has proven to be a valuable asset to both the internal team and clients. Kelly uses her talent for research and analytics as a wealth advisor, handling portfolio management and making necessary adjustments and allocations to meet the specific objectives of each client. She is a graduate of West Chester University with a bachelor’s degree in finance and enjoyed spending a semester abroad in Florence, Italy. Kelly also holds the Certified Financial Planner (CFP®) designation. When taking a break from research and analytics, she spends time with her family in Long Beach Island, NJ. Kelly also loves music and plays the piano. She resides in Conshohocken, PA where she can often be found shopping or cheering on the Eagles during football season.
 
 

PLANNING AND INVESTMENT SERVICES

Randy Faulkner headshotRandy Faulkner, MBA
Vice President and Wealth Advisor
 
Contact Randy Faulkner
 
Randy has more than 10 years of experience in the financial services industry. As a wealth advisor, Randy uses his expertise to help clients define their investment needs by establishing personalized, comprehensive investment strategies to help them achieve their long-term financial goals. Prior to joining Girard, Randy worked at Firstrust Financial Resources where he managed finances, accounting and sales. He graduated from Shippensburg University with a bachelor’s degree in accounting and finance, and earned his master's degree from Rider University. Randy holds FINRA Series licenses 6, 7, 63 and 65 as well as the Pennsylvania Life, Accident, and Health Insurance license. He also serves as a member of the Perkasie Borough Council.
 
 
Jim Jacobson headshotJames H.H. Jacobson, CFP®
Senior Vice President and Wealth Advisor
 
Contact James Jacobson
 
As a senior vice president and wealth advisor, Jim uses his 25+ years of experience in investment management and financial planning to help his clients with their needs. He is committed to being a trusted resource to his clients, helping them achieve their financial goals. Before joining Girard, Jim was a branch manager and senior investment specialist for Charles Schwab. He received his bachelor’s degree in finance from Bradley University and holds FINRA Series licenses 7, 8, 63 and 65 as well as the Pennsylvania Life, Accident, and Health Insurance license. Jim also holds the designation of Certified Financial Planner (CFP®). When not advising clients, Jim enjoys learning and refining primitive skills such as friction fire, wild edibles and shelter construction. He completes 5-6 obstacle races a year.
 
 
Curtis Johnson headshotCurtis Johnston
Vice President and Wealth Advisor
 
Contact Curtis Johnston
 
Curt Johnston is a wealth advisor with more than 10 years of experience in the financial services industry, specializing in financial planning, investment management and fiduciary needs. Curt is committed to being a reliable, trusted resource to his clients by helping them define their investment needs and establishing a personalized, comprehensive plan to assist them in achieving their goals. Prior to joining Girard, Curt worked as a financial advisor for MetLife. He received his bachelor’s degree from Penn State University and holds FINRA Series licenses 7, 63 and 65 as well as Pennsylvania and New Jersey Life, Accident, and Health Insurance licenses.
 
 
 
Roberta Kessler headshotRoberta Kessler
Vice President and Wealth Advisor
 
Contact Roberta Kessler
 
Roberta brings over 30 years of experience in the financial services industry to her role as a wealth advisor. Here at Girard, she specializes in financial planning, investment management and fiduciary needs, using her knowledge and expertise to help her clients define their investment needs and achieve their goals for the future. Prior to joining Girard, she worked as a financial advisor for First Trust Financial and Key Investments. She holds FINRA Series licenses 6, 7, 63 and 65, as well as Pennsylvania and New York Life, Accident and Health Insurance licenses. Roberta is an active member of the Central Bucks Chamber of Commerce’s Women in Business group and Warrington Fellowship Church.
 
 
Wes Remmey headshotT. Wesley Remmey
Wealth Advisor
 
Contact Wesley Remmey
 
A veteran to the financial services industry, Wes brings more than 30 years of experience to Girard as a wealth advisor. Wes is committed to being a reliable, trusted resource to his clients by helping them strategize their investment needs and goals, and establishing a comprehensive investment plan to help them achieve their goals. Prior to joining Girard, Wes was an exclusive financial specialist with Allstate Financial Services, LLC. Wes received his bachelor’s degree in finance and economics from Penn State University and holds FINRA licenses 7 and 63 along with the Pennsylvania Life, Accident, and Health Insurance license. Wes enjoys traveling and studying Western European history and culture. He is an avid soccer fan and spends his time playing golf with friends and family.
 
 
Jordan Sowhangar headshotJordan Sowhangar, CFP®
Wealth Advisor
 
Contact Jordan Sowhangar
 
As a wealth advisor for Girard, Jordan’s expertise in financial planning, investment management and fiduciary matters makes her a reliable, trusted resource to her clients. Jordan uses her seven years of experience in the financial services industry to help establish personalized, comprehensive investment plans to help her clients achieve their goals. Jordan received her bachelor’s degree in finance from Penn State University and holds FINRA Series licenses 7 and 66 as well as the Pennsylvania Life, Accident and Health Insurance license. She also holds the designation of Certified Financial Planner (CFP®). Jordan is actively involved in her community and serves on the women’s conference committee for the Greater Montgomery Chamber of Commerce.
 
 
Mike Stewart headshotMichael Stewart, CFP®
Vice President and Wealth Advisor
 
Contact Michael Stewart
 
Mike’s 25+ years of experience in the financial services industry enhances his role as a wealth advisor for Girard. Specializing in financial planning, investment management and fiduciary needs, Mike’s commitment to his clients is demonstrated by his willingness to help them define their investment goals and establish a personalized investment strategy. Prior to joining Girard, Mike worked as a financial advisor for Merrill Lynch. He received his bachelor’s degree from Ursinus College and holds FINRA Series licenses 7 and 63 as well as the Pennsylvania Life, Accident and Health Insurance license. He also holds the designation of Certified Financial Planner (CFP®). When he’s not helping clients reach their financial goals, Mike enjoys spending time with his family and playing basketball.
 
 

TRUST AND ESTATE SERVICES

John Kazary headshotJohn Kazary, ESQ, JD, CTFA
Vice President and Wealth Trust Advisor
Univest Bank and Trust Co.
 
Contact John Kazary
 
John brings 40 years of experience as a Pennsylvania attorney, business owner and trust administrator to his role as a vice president and wealth trust advisor. He is committed to developing and implementing successful estate planning solutions utilizing the dedicated relations he has developed with lawyers, accountants and insurance agents. Previously, John was an estate planning attorney as well as vice president in charge of sales and inventory control and part owner of Cotner Manufacturing Company. John earned his juris doctorate degree at Ohio Northern University School of Law and his bachelor’s degree at Bucknell University. He also graduated with honors from the American Bankers Association’s National Graduate Trust School, where he earned the designation of Certified Trust and Financial Advisor. He is an active member of both the Bucks County Bar Association and the Bucks County Estate Planning Council.
 
 
 
Learn more about these wealth advisors at FINRA's BrokerCheck.