Our Team

Ken Dysart, CIMA®

Head Investment Strategist
(215) 579-0437
Email

Sean Gogola, CFP®

Portfolio and Planning Strategist
(215) 579-0427
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Jay Bass

Director of Operations
(215) 579-0137
Email

Eric Loughnane

Relationship Specialist
(215) 579-0434
Email

Walter Meranze

Senior Executive Advisor