As a CPA & a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over thirty years of experience in public accounting, Joanne has counseled hundreds of small business owners and individuals on how to minimize taxation....
April Heiser-Liedike runs the Limerick office of Proactive Financial Strategies. April started in the financial industry in 2003 following the passing of her father. She was inspired to enter the financial industry from her father who,...
John works closely with Joanne by managing the actively traded portfolios. He is owner of Anderson Wealth Planning, Inc., a national financial planning firm, with offices in Pennsylvania, Kentucky, and Hawaii. In addition, John serves...
Robyn is the woman behind the scenes that pulls it all together for us. She started in the financial industry with her father in the late 1990's. She became a financial advisor, helping manage his financial planning firm in Wyomissing,...
Lisa is our administrative assistant in the Hilltown office. She has over 30 years experience supporting the medical field and most recently 3 years in our tax and advisory practices.