Penn Wealth Planning

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Penn Wealth Planning
Team photo for Penn Wealth Planning

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Advisors

Advisor photo for Lisa Policare

Lisa Policare

MBA, APMA®

Financial Advisor

Chief Executive Officer of Penn Wealth Planning
Visit Lisa Policare's website
Advisor photo for Frank Policare

Frank Policare

Financial Advisor

Co-Founder of Penn Wealth Planning
Visit Frank Policare's website
Advisor photo for Pat Trauger

Pat Trauger

CFP®, APMA®

Financial Advisor

Managing Partner of Penn Wealth Planning
Visit Pat Trauger's website
Advisor photo for Christopher John Kelly

Christopher John Kelly

CFP®, CPA, APMA®

Financial Advisor

Managing Director of Penn Wealth Planning
Visit Christopher John Kelly's website
Advisor photo for Gerald Barlow

Gerald Barlow

CPA, APMA®

Financial Advisor

Visit Gerald Barlow's website
Advisor photo for Scott Utterback

Scott Utterback

CFP®, CPA, APMA®

Financial Advisor

Visit Scott Utterback's website
Advisor photo for Mackenzie Roedel

Mackenzie Roedel

MBA, CFA®

Financial Advisor

Visit Mackenzie Roedel's website


Team

Amanda Rennie

Amanda Rennie

Operations Director

Personal Intro

Bachelor of Arts Degree in Communications - Villanova University - Graduated 1997

Roles & Responsibilities

  • Office Process Management
  • Marketing and Advertising Contact
  • Event Coordination
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Eric Kats

Eric Kats

Client Concierge,

Client Service Senior Coordinator

Personal Intro

Studying Finance & Accounting at Strayer University

Roles & Responsibilities

  • Required Minimum Distribution (RMD) processing
  • Account Openings and Money Movement
  • Ameriprise Secure Site Overview Specialist
  • 401(k) and Donor Advised Fund (DAF) Compliance
  • Notary Public - PA
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Brett Osborn

Brett Osborn

Client Service Coordinator

Personal Intro

Bachelor of Science in Business Administration - Kutztown University - Graduated May 2019

Roles & Responsibilities

  • 529's - Processing, Contributions, Distributions
  • Beneficiary Updates
  • Client Meeting Preparation
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Katelyn McCann

Katelyn McCann

Marketing Coordinator,

Event Planner

Personal Intro

Bachelor of Arts in Psychology - West Chester University Master's in Counseling - Arcadia University

Roles & Responsibilities

  • Term Life Insurance Planning
  • Advisor Scheduling
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Geetha Mathew, APMA®

Geetha Mathew, APMA®

Financial Planning Specialist

Qualifications

  • Accredited Portfolio Management Advisor™

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Katelyn Spinosa

Katelyn Spinosa

Administrative Assistant

Lawrence Stevens

Lawrence Stevens

Investment Operations Specialist

Qualifications

  • SIE, Series 7, Series 66

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