Broker Check

Team

 

Joanne Natale

Financial Advisor

215-258-3885 x13

(215) 996-0825

joanne@pfstrat.com

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....

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April Heiser-Liedike

Financial Advisor

484-925-2026

610-454-1300

April@pfstrat.com

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,...
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Luna Mohamed

Administrative Assistant

484-925-2026 x20

610-454-1300

Luna@pfstrat.com

Luna is our Financial Planning Assistant who joined our firm in the summer of 2020. She holds a bachelor's degree in Finance from Gwynedd Mercy. Prior to joining our organization, Luna worked at her family business where she was...

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John D. Anderson

Portfolio Manager

808-430-7209

johnd.anderson@securitiesamerica.com

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...

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Robyn Anderson, CFS

Broker Liason

Robyn.anderson@securitiesamerica.com

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,...

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