Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

David Sacker, Private Wealth Advisor serving the Philadelphia, PA area - Ameriprise Advisors

David Sacker

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Sacker's website
Sean Gold, Financial Advisor serving the Philadelphia, PA area - Ameriprise Advisors

Sean Gold

CFP®

Financial Advisor

Visit Sean Gold's website

Team

Georgia Getz

Georgia Getz

Executive Assistant

Bernard Hamilton

Bernard Hamilton

Financial Planning Specialist

Qualifications

  • Series 7 - General Securities License

Roles & Responsibilities

  • Assists with Financial Planning & Investment Management
  • Client Requested Trading
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Anita Ward

Anita Ward

Client Service Coordinator