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



Our advisors

Lisa Policare, Financial Advisor serving the New Hope, PA area - Ameriprise 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, Financial Advisor serving the New Hope, PA area - Ameriprise Advisors

Pat Trauger

CFP®, APMA®

Financial Advisor

Managing Partner of Penn Wealth Planning
Learn more about Pat Trauger Visit Pat Trauger's website
Frank Policare, Financial Advisor serving the New Hope, PA area - Ameriprise Advisors

Frank Policare

APMA®

Financial Advisor

Co-Founder of Penn Wealth Planning
Learn more about Frank Policare Visit Frank Policare's website
Christopher John Kelly, Financial Advisor serving the New Hope, PA area - Ameriprise Advisors

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, Financial Advisor serving the New Hope, PA area - Ameriprise Advisors

Gerald Barlow

CPA, APMA®

Financial Advisor

Learn more about Gerald Barlow Visit Gerald Barlow's website
Scott Utterback, Associate Financial Advisor serving the New Hope, PA area - Ameriprise Advisors

Scott Utterback

CPA

Associate Financial Advisor

Learn more about Scott Utterback Visit Scott Utterback's website

Our team

Scott Utterback, CPA

Scott Utterback, CPA

Financial Planning Specialist

Joseph D'Amore, MBA, CLTC

Joseph D'Amore, MBA, CLTC

Client Service Manager

Amanda Rennie

Amanda Rennie

Office Manager

Eric Kats

Eric Kats

Client Service Coordinator

Brett Osborn

Brett Osborn

Client Service Coordinator

Katelyn McCann

Katelyn McCann

Administrative Assistant