Frank R. Policare 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 Lisa (Bodine) Policare MBA | 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.” As a founding partner at Penn Wealth Planning, LLC and Professional Financial Consultant,... Read more Patrick Trauger, CFP® Partner | LPL Financial Planner (215) 862-7080 (215) 862-7084 email@example.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... Read more Joseph D’Amore, CLTC Managing Director of Operations | Life & Long-Term Care Insurance Coordinator (215) 862-7080 (215) 862-7084 firstname.lastname@example.org 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 email@example.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. Read more Chris Kelly, CFP® CPA and LPL Financial Advisor 215-862-7080 215-862-7084 firstname.lastname@example.org 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 email@example.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... 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 Thomas Clark Client Associate Liaison | LPL Registered Administrative Associate 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. Read more Kristin Pappas Administrative Assistant 215-862-7080 215-862-7084 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... Read more Have a Question Name Email Address Phone Question Thank you! Oops!