Broker Check

EXCITING AND IMPORTANT TEAM EMAIL UPDATE!  Effective immediately, our team will now be using a new email domain -  Please take a moment to update your contact information for employees of our office:

Lisa Policare -

Frank Policare -

Patrick Trauger -

Christopher Kelly -

Gerald Barlow -

Joseph D'Amore -

Scott Utterback -

Amanda Rennie -

Eric Kats -

Katelyn McCann -

Penn Wealth Planning –



At Penn Wealth Planning®, we know that the most important aspect of wealth planning isn’t just money. It’s  protecting what you hold dear—the lifestyle you enjoy today and the one you envision for all of those tomorrows ahead. It's your children’s education and the ongoing strength of your business. It's where and how you will live in retirement as well as the legacy you want to leave. 

All of it requires careful, clear and confident planning.  

Our team of personal wealth advisors use comprehensive financial planning to service the needs of individuals and businesses.

Meet our Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Trust | Communication | Objective Guidance | Independent Research

These are the cornerstones of our financial practice at Penn Wealth Planning, LLC. We will be there with timely strategies to empower you with the right tools as you seek to make your future goals a reality. That’s our commitment to you.

Who is Penn Wealth Planning?

Penn Wealth Planning is not only a trusted member of the community, but we like to think we are a trusted member of the family as well. Our personal approach to working with our clients means you don't just have an advisor, you have a team.

Life in a Box - One Clear Picture of You

Life has a lot of 'boxes'. At Penn Wealth Planning, we help you manage those boxes by offering exceptional personal service and online tools that tell the whole story at a glance.



View all calculators arrow

View all videos arrow

Get Financial News & Updates Delivered to Your Inbox

Thank you!

Error processing your request. Please try again at a later time.

Market Summary

The data below reflects the previous day close.



Market data provided by xignite.

The Penn Wealth Planning Team

Our team of personal wealth advisors takes a proactive approach to value-based financial planning with the ultimate goal of protecting your enjoyable lifestyle. We begin by learning what is most important to you and developing strategies aligned with your personal goals and objectives. As independent financial advisors, we provide objective financial research and wealth planning guidance, seeking to mitigate potential conflicts of interest that get in the way of reaching your goals.

Meet Our Team


Pursue your vision for all of those tomorrow's ahead. Penn Wealth Planning will help plan for your retirement and excite you for what’s to come.

Learn more


Rising education costs require a forward-thinking plan. Penn Wealth Planning is prepared to break some pencils helping you prepare for one of life’s biggest investments.

Learn more


We believe small businesses are the backbone of America. At Penn Wealth Planning, we do our utmost to help your business thrive.

Learn more

Helpful Videos from Penn Wealth Planning

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.


Thank you! Oops!

1InvestmentNews’ 40 Under 40 nominations of advisers and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise.

2The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.