Bio
After graduating from Gwynedd Mercy University in 2019 with a degree in Finance, Ryan started his career in the Financial Services industry with Northwestern Mutual. While at NM he held multiple positions, most recently as an AFR to a top-producing firm within the Philadelphia Agency. His focus was based on investment operations with a mix of Insurance and planning.
Ryan is pursuing his MBA with a focus in Financial Management from The Fox School of Business at Temple University. He enjoys coaching Lacrosse, going to the beach, and snowboarding during the wintertime.
Mike Brown
Financial Advisor, Partner
Kathleen Barlow
Financial Advisor, Managing Director
Melissa Clark
Director of Planning
Angela Lessor CDFA® CFP®
Financial Advisor
Mark Newfield CFP® & RICP®
Financial Advisor & Managing Director
Brett Agnew CFP®
Financial Advisor
Kristin Bartlow CFP®, CLU®, RICP®, CHFC®, WMCP®
Financial Advisor, Managing Director
Laurie Adams RICP®
Financial Advisor, Managing Director