Penn Wealth Planning

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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

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Advisors

Lisa Policare

MBA, APMA

Financial Advisor

Chief Executive Officer of Penn Wealth Planning
Visit Lisa Policare's website

Frank Policare

APMA

Financial Advisor

Co-Founder of Penn Wealth Planning
Visit Frank Policare's website

Pat Trauger

CFP®, APMA

Financial Advisor

Managing Partner of Penn Wealth Planning
Visit Pat Trauger's website

Christopher John Kelly

CFP®, CPA, APMA

Financial Advisor

Managing Director of Penn Wealth Planning
Visit Christopher John Kelly's website

Gerald Barlow

CPA, APMA

Financial Advisor

Visit Gerald Barlow's website

Scott Utterback

CPA, APMA

Associate Financial Advisor

Visit Scott Utterback's website

Mackenzie Roedel

MBA, CFA®

Financial Advisor

Visit Mackenzie Roedel's website


Team

Joseph D'Amore, MBA, CLTC

Joseph D'Amore, MBA, CLTC

Client Service Manager,

Insurance Specialist

Personal Intro

Bachelor of Science Degree in Business Management from DeVry University with Cum Laude honors - Graduated 2011
MBA in Finance from Liberty University - Graduated July 2020

Qualifications

  • CLTC, Certified Life and Long-Term Care Insurance Specialist

Roles & Responsibilities

  • Oversight of Client Services
  • Life Insurance & Long-Term Care Planning
  • Account Collateralization
  • Annuity Processing
  • Estate Settlement & Processing
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Marshall Duncan

Marshall Duncan

Financial Planning Assistant

Personal Intro

Bachelor's Degree in Economics and Finance from University of Nevada Reno - Graduated 2022

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Eric Kats

Eric Kats

Client Service Coordinator

Personal Intro

Studying Finance & Accounting at Strayer University

Roles & Responsibilities

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

Katelyn McCann

Administrative Assistant

Personal Intro

Bachelor of Arts in Psychology - West Chester University

Masters in Counseling - Arcadia University

Roles & Responsibilities

  • Term Life Insurance Planning
  • Advisor Scheduling
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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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Amanda Rennie

Amanda Rennie

Office Manager

Personal Intro

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

Roles & Responsibilities

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