Lisa (Bodine) Policare, MBA
CEO & Founding Partner
(215) 862-7084
“I place great emphasis on listening to understand what is most important to you from both a financial and lifestyle perspective.”
Frank R. Policare
Founding Partner
(215) 862-7084
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...
Patrick Trauger, CFP®
Partner | LPL Financial Planner
(215) 862-7084
“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...
Joseph D’Amore, MBA, CLTC
Managing Director of Operations | Life & Long-Term Care Insurance Coordinator
(215) 862-7084
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...
Gerald Barlow
CPA and LPL Financial Advisor
(215) 862-7084
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.
Chris Kelly, CFP®
CPA and LPL Financial Advisor
215-862-7084
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.
Scott Utterback
Client Associate Liaison
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...
Amanda Rennie
Marketing Manager
215-862-7084
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...
Morgan Livezey
Administrative Assistant - Front Desk
215-862-7084
Morgan Livezey joined Penn Wealth Planning in September 2020 as An Administrative Assistant and Front Desk Receptionist. She graduated from Shippensburg University with a Bachelor’s degree in Marketing. After graduating, she...