Philadelphia Team

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

I help connect prospective clients to our team of trusted advisors. I love building relati...

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Michael Harper

Business Development Specialist

Advising around investments, company benefits, taxes, etc. are all a part of being a good ...

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Steven Hanks, CFP®

Senior Lead Advisor

I love the opportunity to debunk this myth and help clients

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Zach Bergthold, CPA

Tax Lead Advisor