Our advisors

Our team

Kimberly Apice

Paraplanner

Personal Intro

Aligned primarily with Anthony Bruno

Qualifications

  • FINRA Series 6 and 63 security licenses
  • Life, Health, Variable Insurance licenses
  • 11 years experience in the financial services industry
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Kathleen M. Edwards

Paraplanner

Personal Intro

Aligned primarily with John Jim

Qualifications

  • Series 7, 63 licensed
  • National Notary Assocation
  • Over nineteen years of experience at Ameriprise
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Kathy Lemly

Client Service Coordinator

Personal Intro

Aligned primarily with Gerry Lemly

Qualifications

  • Over 7 years experience

Roles & Responsibilities

  • Hours T - TH 9:00 - 5:00
  • Sets and confirms appointments, does appointment prep, and is responsible for follow-up letters, advisor record keeping and general office duties
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Julie Wall

Paraplanner

Personal Intro

Aligned primarily with Gerry Lemly

Qualifications

  • Fully licensed, 32 years experience

Roles & Responsibilities

  • Hours Mon, Wed, Thurs and Fri 9:00 - 3:00
  • Julie processes new business and compliance paperwork, and is responsible for client transactions and portfolio rebalancing
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Amber Ornelas

Financial Planning Assistant

Personal Intro

Aligned primarily with Christopher Townsley

Roles & Responsibilities

  • Assisting in the preparation and delivery of financial plans
  • Servicing client accounts - general account questions, new account setup, and general account maintenance
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Beth Wentzel

Client Service Specialist

Personal Intro

Aligned primarily with Christopher Townsley

Qualifications

  • FINRA Series 7 and 66 security licenses
  • Pennsylvania Life, Accident and Health Insurance License

Roles & Responsibilities

  • Portfolio rebalancing, trades, and money movement
  • Marketing
  • Client Meeting Support
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Allison Lemly

Paraplanner,

Financial Planning Assistant

Personal Intro

Aligned with John Shimp and Brendan O'Reilly

Qualifications

  • FINRA Series 7
  • Pennsylvania Life, Accident and Health Insurance License

Roles & Responsibilities

  • Financial planning support and client data management
  • Trading assistance
  • Marketing and Business Development
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Karoline O'Donnell

Client Service Coordinator

Personal Intro

Aligned with John Shimp, Brendan O'Reilly and Joe Dougherty

Roles & Responsibilities

  • Scheduling and meeting management
  • Coordinating client services
  • General office and marketing support
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Faith Pervatt

Administrative Assistant

Personal Intro

    Aligned primarily with Christopher Townsley

Roles & Responsibilities

  • Coordinating client services
  • General office support
  • Scheduling and meeting management
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