With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Lisa Policare

MBA, APMA

Financial Advisor

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

Pat Trauger

CFP®, APMA

Financial Advisor

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

Frank Policare

APMA

Financial Advisor

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

Christopher John Kelly

CFP®, CPA, APMA

Financial Advisor

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

Gerald Barlow

CPA, APMA

Financial Advisor

Learn more about Gerald Barlow Visit Gerald Barlow's website

Scott Utterback

CPA, APMA

Associate Financial Advisor

Learn more about Scott Utterback Visit Scott Utterback's website

Mackenzie Roedel

MBA, CFA®

Financial Advisor

Learn more about Mackenzie Roedel Visit Mackenzie Roedel's website

Joseph D Amore

MBA, CLTC®

Associate Financial Advisor

Client Service Manager
Learn more about Joseph D Amore Visit Joseph D Amore's website


Our 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

Series 7, 63 and 65 Licensed.

Roles & Responsibilities

  • Oversight of All Client Services
  • Life Insurance & Long-Term Care Planning
  • Account Collateralization
  • Annuity Processing
  • Estate Settlement & Processing
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Eric Kats

Eric Kats

Client Service Coordinator

Personal Intro

Studying Finance & Accounting at Strayer University

Team Player of the Month - November 2022

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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Amanda Rennie

Amanda Rennie

Office Manager

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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Katelyn McCann

Katelyn McCann

Administrative Assistant

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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