Broker Check

Frank R. Policare

Partner

(215) 862-7080

(215) 862-7084

frank.policare@lpl.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...
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Lisa Bodine

MBA | Partner

(215) 862-7080

(215) 862-7084

lisa.bodine@lpl.com

“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,...

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Patrick Trauger

Partner | LPL Financial Planner

(215) 862-7080

(215) 862-7084

patrick.trauger@lpl.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...

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Joseph D’Amore, CLTC

LPL Registered Administrative Associate | Life & Long-Term Care Insurance Coordinator

(215) 862-7080

(215) 862-7084

joseph.damore@lpl.com

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...

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Kathleen Dey

Director of Client Services | Life & Long-Term Care Insurance Coordinator

(215) 862-7080

(215) 862-7084

kathleen.dey@lpl.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...

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Gerald Barlow

CPA | Client Associate Liaison

(215) 862-7080

(215) 862-7084

gerald.barlow@lpl.com

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...

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Chris Kelly

Coordinator of Advisory Support

215-862-7080

215-862-7084

Chris@PennWealthAG.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...
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Thomas Clark

Intern

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,...
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