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) Policare

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, CFP®

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

Managing Director of Operations | 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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Gerald Barlow

CPA and LPL Financial Advisor

(215) 862-7080

(215) 862-7084

gerald.barlow@lpl.com

Gerald “Jerry” Barlow is a CPA and LPL Financial Advisor at Penn Wealth Planning, LLC. He holds a Series 7, Series 66, and Life & Health Insurance license. Jerry obtained his CPA designation in 2016.

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Chris Kelly, CFP®

CPA and LPL Financial Advisor

215-862-7080

215-862-7084

christopher.j.kelly@lpl.com

Chris Kelly is an LPL Financial Advisor at Penn Wealth Planning, LLC.  As a CPA, Chris enjoys the challenge of managing tax planning into a client’s financial plan, to help clients be as tax efficient as possible.

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Thomas Clark

Client Associate Liaison | LPL Registered Administrative Associate

thomas.k.clark@lpl.com

Thomas Clark joined Penn Wealth Planning, LLC full time in January 2019 as a Client Associate Liaison. Thomas is an LPL Registered Administrative Associate and holds his series 7 and 66 registrations. 

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Scott Utterback

Client Associate Liaison

215-862-7080

scott.utterback@lpl.com

Scott Utterback joined Penn Wealth Planning, LLC in December of 2019 as a Client Associate Liaison. His role is to assist the advisors and staff as they guide clients throughout the financial planning process. After graduating from...

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Amanda Rennie

Marketing Manager

215-862-7080

215-862-7084

amanda.rennie@lpl.com

Amanda Rennie joined Penn Wealth Planning in 2017 as an Administrative Assistant. In her current role of Marketing Manager, Amanda is responsible for creating and distributing the company’s written communications and coordinating...
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Kristin Pappas

Administrative Assistant

215-862-7080

215-862-7084

kristin.pappas@lpl.com

Kristin Pappas joined Penn Wealth Planning in December 2019 as an Administrative Assistant. She is the first face clients see when arriving to the office and provides valuable team support to ensure the office runs smoothly. Prior to...

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