Frank R. Policare Partner (215) 862-7080 (215) 862-7084 email@example.com As co-founder of Penn Wealth Planning, LLC, Frank Policare brings more than 30 years experience to individuals, families, and business owners seeking objective financial guidance and unbiased investment advice. As a business owner for... Read more Lisa (Bodine) Policare MBA | Partner (215) 862-7080 (215) 862-7084 firstname.lastname@example.org “I place great emphasis on listening to understand what is most important to you from both a financial and lifestyle perspective.” As a founding partner at Penn Wealth Planning, LLC and Professional Financial Consultant,... Read more Patrick Trauger, CFP® Partner | LPL Financial Planner (215) 862-7080 (215) 862-7084 email@example.com “Every minute you spend in planning saves 10 minutes in execution; this gives you a 1,000 percent Return on Energy!” — Brian Tracy Patrick Trauger is a Partner at Penn Wealth Planning, LLC. Pat joined the Penn Wealth... Read more Joseph D’Amore, CLTC Managing Director of Operations | Life & Long-Term Care Insurance Coordinator (215) 862-7080 (215) 862-7084 firstname.lastname@example.org Joseph D’Amore joined Penn Wealth Planning, LLC in 2011 as a Client Services associate. He brings more than four years of business management experience and over ten years of client servicing experience. Joseph assists clients in... Read more Kathleen Dey Director of Client Services | Life & Long-Term Care Insurance Coordinator (215) 862-7080 (215) 862-7084 email@example.com Kathleen Dey joined Penn Wealth Planning, LLC in 2014 as a Client & Advisor Coordinator. She has over 10 years of administrative experience in the medical, clinical trial and financial industry. Kathleen coordinates the client and... Read more Gerald Barlow CPA and LPL Financial Advisor (215) 862-7080 (215) 862-7084 firstname.lastname@example.org Gerald “Jerry” Barlow is a Client Associate Liaison at Penn Wealth Planning, LLC. With a diversified background in accounting and auditing, Jerry acts as the point of contact for Penn Wealth Planning’s clients to... Read more Chris Kelly CPA and LPL Financial Advisor 215-862-7080 215-862-7084 email@example.com Chris Kelly is a Coordinator of Advisory Support at Penn Wealth Planning, LLC. Chris assists the financial advisors in delivering outstanding client service by liaising with the client support operations team and providing thorough tax... Read more Thomas Clark Client Associate Liaison | LPL Registered Administrative Associate firstname.lastname@example.org Thomas Clark joined Penn Wealth Planning, LLC in September of 2018 as an intern. His role is to assist the advisors and staff as they guide clients throughout the financial planning process. Prior to working at Penn Wealth Planning,... Read more Have a Question Name Email Phone Question Thank you! Oops!