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Girard

Relationship Management Team

Leadership

PLANNING & ADVISORY SERVICES

Bill Van Sant headshotWilliam F. Van Sant III, CFP®, AIF®2,3,5
Senior Vice President and Managing Director of Relationship Development
Girard Investment Services, LLC

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 Series 7 (General Securities Representative), Series 24 (General Securities Principal) and Series 51 (Municipal Fund Securities Limited Principal) and NASAA Series 63 (Uniform Securities Agent State Law) licenses 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.


Chris Powers headshotChris Powers2
Senior Vice President and Managing Director of Relationship Development
Girard Advisory Services, LLC

Contact Chris Powers

As senior vice president and director of relationship development, Chris brings more than 25 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 ran national sales for a financial planning software firm.  Prior to that, he was a 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. Outside of work, Chris enjoys traveling, attending Villanova basketball games and cheering on the Philadelphia Eagles. He resides in Wayne, Pa. with his wife, Carolyn, and son, Sean.



Eva Victor HeadshotEva Victor2
Senior Vice President and Director of Wealth Planning
Girard Advisory Services, LLC

Contact Eva Victor

As a senior vice president and director of wealth planning, Eva oversees the financial planning experience for Girard’s clients. She has more than 25 years of experience as an attorney in the financial services industry as well as extensive knowledge in estate, trust and wealth transfer planning. Eva looks at each client holistically to provide thoughtful guidance and customized plans aimed at addressing their financial objectives. Prior to joining Girard, Eva worked as an advanced markets attorney at Penn Mutual Life Insurance Company where she supported more than 3,000 advisors nationwide and was responsible for developing and implementing sophisticated financial plans for clients. Eva earned a Bachelor of Science in economics and finance from the University of Scranton, a Juris Doctorate from The Dickinson School of Law and a Master of Letters and Laws in taxation from Villanova University School of Law. She is a member of the American, Pennsylvania, and Philadelphia Bar Associations as well as the Philadelphia Estate Planning and Planned Giving Councils. A lifelong resident of southeastern Pennsylvania, Eva currently resides in Bryn Mawr, Pa.


EMPLOYER RETIREMENT PLANS

JD Smith headshotJD Smith1,3
Senior Vice President and Managing Director of Employer Retirement Plans and Strategic Initiatives
Girard Advisory Services, LLC

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®2,3,5
Retirement Plan Officer
Girard Advisory Services, LLC

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 (General Securities Representative) and NASAA Series 66 (Uniform Combined State Law) licenses and has 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®, CFP®, CRPS®2,5
Vice President and Retirement Plan Consultant
Girard Advisory Services, LLC

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 NASAA Series 65 (Uniform Investment Advisor Law) license, AIF® (Accredited Investment Fiduciary), CFP® (CERTIFIED FINANCIAL PLANNER™), 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.


Photo of Kristen VentreKristen Ventre, AIF®2,5
Senior Vice President and Retirement Plan Consultant
Girard Advisory Services, LLC

Contact Kristen Ventre

With more than 25 years of experience in the financial services industry, Kristen has spent most of her career implementing and managing corporate retirement plans. As a Senior Vice President and Retirement Plan Consultant, she enjoys working with business owners to design a retirement plan aimed at helping their employees retire successfully. Kristen received her bachelor’s degree in marketing and finance from Drexel University. She currently holds her Accredited Investment Fiduciary designation (AIF®) and Series 65 license. Kristen is active in her local community and currently serves on the board for Keystone Kidspace, an innovative STEAM based, hands-on learning makerspace for kids ages 6 and up. Additionally, she serves on the board for the York Suburban Education Foundation. When she’s not working or volunteering, she enjoys traveling, hiking, practicing yoga and spending time with her family. Kristen lives in York, Pa. with her husband, son and pack of rescue dogs.


PENSION SERVICES

Michael DavissonMichael Davisson3,4,5
Vice President and Senior Wealth Advisor
Girard Pension Services, LLC

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 7 (General Securities Representative) and NASAA Series 66 (Uniform Combined State Law) licenses. 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 Ashcroft2
Wealth Advisor
Girard Advisory Services, LLC

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 NASAA Series 66 (Uniform Combined State Law) 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 Alexandria, VA.

 
Photo of Lisa AshcroftLisa Ashcroft, CTFA1,2
Vice President and Wealth Trust Advisor
Girard Advisory Services, LLC


With more than 23 years of experience in the financial services industry, Lisa has a passion for helping her clients achieve their dreams. As a vice president and wealth trust advisor, she strives to provide excellent financial and trust guidance. Lisa earned her bachelor’s degree from Alvernia University. She also holds her Certified Trust and Fiduciary Advisor (CTFA) designation. Lisa is active in her local community and currently serves as a board member and treasurer of Antietam Valley Community Partnership. Additionally, she volunteers with her son’s scouting troop and at school events. When not working diligently on behalf of her clients, Lisa enjoys skiing, swimming, hiking and spending time with family and friends.



Joe Benner_ headshotJoseph Benner, CFP®, CDFA®, MBA1,2,3,5
Vice President and Wealth Advisor
Girard Advisory Services, LLC

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 experience 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 Series 7 (General Securities Representative), Series 9 (General Securities Sales Supervisor - Options) and Series 10 (General Securities Sales Supervisor) and NASAA Series 66 (Uniform Combined State Law) 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®2,5
Vice President and Wealth Advisor
Girard Advisory Services, LLC

Contact Christopher Briscoe

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chris uses his knowledge and 20 years of experience to help clients define their investment needs and determine a plan to help achieve their goals. As a vice president and wealth advisor, Chris’ area of expertise involves creating financial plans that are customized to help 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. Brown1,2,3,5
Senior Vice President and Wealth Advisor
Girard Advisory Services, LLC


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 7 (General Securities Representative) and NASAA Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law) licenses 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, CFP®2
Wealth Advisor
Girard Advisory Services, LLC

Contact Jonathan Cahill

As a wealth advisor, 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 holds the NASAA Series 65 (Uniform Investment Advisor Law) license. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. 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 ticket holder of the Philadelphia Eagles. Jonathan currently resides in Philadelphia, PA.


Emily Doll headshotEmily Doll, CFP®2
Wealth Advisor Associate
Girard Advisory Services, LLC

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 holds the NASAA Series 65 (Uniform Investment Advisor Law) license. She also holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).  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, CFP®2
Wealth Advisor Associate
Girard Advisory Services, LLC

Contact Pawel Durka

As a wealth advisor associate, Pawel provides support to the wealth advisors and client service associates. Pawel's excellent communication skills and attention to detail, help him assist his clients in striving to achieve their financial objectives. 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 and holds the NASAA Series 65 (Uniform Investment Advisor Law) license. He also holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). 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.


Tom Flynn HeadshotThomas Flynn3,5
Wealth Advisor Associate
Girard Advisory Services, LLC


As a wealth advisor associate, Tom assists our wealth advisors and client service associates with the firm’s sales, servicing and portfolio management efforts. Tom graduated from Lycoming College with a bachelor’s degree and holds his FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law) and NASAA Series 65 (Uniform Investment Advisor Law) licenses. Outside of work, Tom enjoys exercising and is an avid Philadelphia sports fan.


Brian HungarterBrian Hungarter, II, CFP®2
Vice President and Wealth Advisor
Girard Advisory Services, LLC


As a wealth advisor, Brian enjoys creating custom plans aimed at addressing his clients’ short- and long-term financial goals. With this insight and his eight years of experience, he creates customized plans to help clients achieve their financial objectives. Prior to joining Girard, he worked as a holistic advisor at Glenmede Trust Co. Brian earned his bachelor’s degree from Loyola University and his juris doctorate degree from Villanova University School of Law. He holds the NASAA Series 65 (Uniform Investment Advisor Law) license and the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). When he’s not working, Brian enjoys playing golf, training and coaching CrossFit and watching his favorite Philadelphia sports teams. Brian resides in Conshohocken with his wife.


Linda LaVay headshotLinda J. La Vay, CTFA, AEP®1,2
Senior Vice President and Wealth Trust Advisor
Girard Advisory Services, LLC

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 Fiduciary 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 Rahab2
Vice President and Wealth Advisor
Girard Advisory Services, LLC

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.


Photo of Kim ResslerKim Ressler, CFP®, CTFA, CGC1,2
Vice President and Wealth Trust Advisor
Girard Advisory Services, LLC


With more than 30 years of experience in the financial services industry, Kim focuses on building and maintaining trusted relationships with her clients and providing value that helps them for many years. As a vice president and wealth trust advisor, she works with clients to ensure their investment and estate planning needs are met. Kim holds her CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations. Additionally, she holds her Center for Guardianship Certification (CGC). Kim is active in her local community and currently serves on boards for Circle of Life Coalition where she also serves as treasurer, Berks History Center where she’s also a member of the finance committee, ARC where she’s also a member of the guardianship committee, and Berks Estate Planning Council. Outside of work, she enjoys playing with her pets and working outside in her garden. Kim is a lifelong resident of Berks County, Pa.



ryan roy headshotRyan Roy, MBA2
Vice President and Wealth Advisor
Girard Advisory Services, LLC

Contact Ryan Roy

Ryan is a natural-born leader who is passionate about building relationships, creating efficiencies, and solving complex problems to help 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 this business. 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.


Matt Stratton headshotMatt Stratton, CRPC®, APMA®2
Vice President and Wealth Advisor
Girard Advisory Services, LLC

Contact Matt Stratton

As a vice president and wealth advisor, Matt uses his innovative thinking and resourcefulness to identify opportunities for clients. With more than 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. Matt earned his bachelor’s degree in business administration with a minor in mathematics from Saint Joseph’s College as well as the Chartered Retirement Planning Counselor (CRPS®) and Accredited Portfolio Management Advisor (APMA®) designations. 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 SzygielStefan A. Szygiel, CFP®2,3,5
Wealth Advisor
Girard Advisory Services, LLC

Contact Stefan Szygiel

As a wealth advisor, Stefan takes the time to learn about his clients, their families, careers, personal interests and long-term investment objectives. This process allows Stefan to build a personalized, comprehensive financial plan that aligns with his clients risk tolerance and financial goals. 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. Stefan holds his FINRA Series 7 (General Securities Representative) and NASAA Series 66 (Uniform Combined State Law) licenses as well as his Pennsylvania Life, Accident, and Health Insurance license. In addition, he holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). When he’s not helping his clients, Stefan loves to play golf, cook and watch soccer. As a long-time soccer player, he has served as the Head Coach of Boys Soccer at Central Bucks West HS, his alma mater, since 2013. Stefan lives in Doylestown, PA with his wife, two cats and enjoys traveling in his spare time.


Kelly welch headshotKelly Welch, CFP®2
Vice President and Wealth Advisor
Girard Advisory Services, LLC

Contact Kelly Welch

As a vice president and CERTIFIED FINANCIAL PLANNER™, Kelly builds relationships with clients to not only manage their investments, but to craft and build financial plans to meet their defined goals. Kelly enjoys working internally on the research and application of investment strategies. Kelly has seven years of experience in the financial services industry. She is a graduate of West Chester University with a bachelor’s degree in finance. When not working, Kelly loves to cook or spend time with her family in Long Beach Island, NJ. She resides in the Philadelphia, PA with her fiancé.


PLANNING AND INVESTMENT SERVICES

Randy Faulkner headshotRandy Faulkner, MBA2,3,5
Vice President and Wealth Advisor
Girard Investment Services, LLC

Contact Randy Faulkner

Randy has more than 10 years of experience in the financial services industry. As a wealth advisor, Randy uses his experience 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 7 (General Securities Representative) and NASAA Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law) licenses 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®2,3,5
Senior Vice President and Wealth Advisor
Girard Investment Services, LLC

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 7 (General Securities Representative) and NASAA Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law) licenses 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 Johnston2,3,5
Vice President and Wealth Advisor
Girard Investment Services, LLC

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 pursuing 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 7 (General Securities Representative) and NASAA Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law) licenses as well as Pennsylvania and New Jersey Life, Accident, and Health Insurance licenses.



Roberta Kessler headshotRoberta Kessler2,3,5
Vice President and Wealth Advisor
Girard Investment Services, LLC

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 experience to help her clients define their investment needs and pursue 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 7 (General Securities Representative) and NASAA Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law) licenses 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 Remmey2,3,5
Wealth Advisor
Girard Investment Services, LLC

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 Series 7 (General Securities Representative) and NASAA Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law) licenses 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®2,3,5
Vice President and Wealth Advisor
Girard Investment Services, LLC

Contact Jordan Sowhangar

As a wealth advisor for Girard, Jordan’s experience 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 7 (General Securities Representative) and NASAA Series 66 (Uniform Combined State Law) licenses 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®2,3,5
Vice President and Wealth Advisor
Girard Investment Services, LLC

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 7 (General Securities Representative) and NASAA Series 63 (Uniform Securities Agent State Law) licenses 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.



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