Lisa (Bodine) Policare, MBA CEO & Founding 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.” Read more Frank R. Policare Founding 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 Patrick Trauger, CFP® Partner | LPL Financial Planner (215) 862-7080 (215) 862-7084 firstname.lastname@example.org “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, MBA, CLTC Managing Director of Operations | Life & Long-Term Care Insurance Coordinator (215) 862-7080 (215) 862-7084 email@example.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... Read more Gerald Barlow CPA and LPL Financial Advisor (215) 862-7080 (215) 862-7084 firstname.lastname@example.org 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. Read more Chris Kelly, CFP® CPA and LPL Financial Advisor 215-862-7080 215-862-7084 email@example.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. Read more Scott Utterback Client Associate Liaison 215-862-7080 firstname.lastname@example.org 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... Read more Eric Kats Client Services Associate 215-862-7080 215-862-7084 email@example.com Eric Kats officially joined Penn Wealth Planning in July of 2020 as the Front Desk Receptionist. Prior to that, Eric worked as a tax intern working with Penn Wealth Accounting Group. Eric is now a member of our Client Services Team as... Read more Amanda Rennie Marketing Manager 215-862-7080 215-862-7084 firstname.lastname@example.org 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... Read more Katelyn McCann Administrative Assistant 215-862-7080 215-862-7084 email@example.com Katelyn McCann joined Penn Wealth Planning in September 2021 as an Administrative Assistant. Katelyn is a graduate of West Chester University with a Bachelor of Arts in Psychology and a Master’s in Counseling from Arcadia... Read more Have a Question Name Email Address Phone Question Thank you! Oops!