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Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Branch Administration

Michael Swider

Michael Swider

Director of Technology & Infrastructure

610.660.4294

Shannon McConnell

Shannon McConnell

Director of Operations

610.660.4205

Wealth Strategies Team

 Jim Frank

Jim Frank, J.D., LL.M

Director of Financial Planning

Justin Levy

Justin Levy

Director of Wealth Management