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....
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...
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,...