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Meet Our Wealth Advisors

Investments for Individuals

we are ready to help!

WEALTH MANAGEMENT

kevin norris president wealth division
kevin norris president wealth division
david geibel senior vice president managing director
david geibel senior vice president managing director
william van sant senior vice president managing director
william van sant senior vice president managing director
thomas crossett senior vice president director business development
thomas crossett senior vice president director business development
kelly welch wealth advisor associate
kelly welch wealth advisor associate
thomas crossett senior vice president director business development
kevin norris president wealth division

- Kevin B, Norris


PRESIDENT


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david geibel senior vice president managing director

- David W. Geibel


SENIOR VICE PRESIDENT AND MANAGING DIRECTOR


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william van sant senior vice president managing director

- William F. Van Sant 111, CFP ®


SENIOR VICE PRESIDENT AND MANAGING DIRECTOR


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thomas crossett senior vice president director business development

- Timothy S. Chubb


VICE PRESIDENT AND WEALTH ADVISOR


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kelly welch wealth advisor associate

- Kelly Welch


WEALTH ADVISOR ASSOCIATE


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thomas crossett senior vice president director business development

- Thomas J. Crossett


DIRECTOR OF BUSINESS DEVELOPMENT


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james spindler senior vice president wealth advisor
gary brown senior vice president wealth advisor
ed clewell vice president wealth advisor
joseph benner vice president wealth advisor
christopher briscoe vice president wealth advisor
kathleen fay vice president wealth advisor
james spindler senior vice president wealth advisor

- James M. Spindler, CFP


SENIOR VICE PRESIDENT AND WEALTH ADVISOR


phone icon 267.898.0532


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gary brown senior vice president wealth advisor

- Gary E. Brown


SENIOR VICE PRESIDENT AND WEALTH ADVISOR


phone icon 215.721.2410


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ed clewell vice president wealth advisor

- Ed Clewell, AAMS


VICE PRESIDENT AND WEALTH ADVISOR


phone icon 484.860.3446


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joseph benner vice president wealth advisor

- Joseph R. Benner


VICE PRESIDENT AND WEALTH ADVISOR


phone icon 267.898.0529


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christopher briscoe vice president wealth advisor

- Christopher Briscoe, CFP


VICE PRESIDENT AND WEALTH ADVISOR


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kathleen fay vice president wealth advisor

- Kathleen Q. Fay, CFP


VICE PRESIDENT AND WEALTH ADVISOR


phone icon 610.337.7640


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cathy rahab vice president wealth advisor
matt stratton wealth advisor
mike mccort wealth advisor
cathy rahab vice president wealth advisor

- Cathy Rahab


VICE PRESIDENT AND WEALTH ADVISOR


phone icon 610.337.7640


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matt stratton wealth advisor

- Matt Stratton


VICE PRESIDENT AND WEALTH ADVISOR


phone icon 239.275.2122


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Mike McCort wealth advisor

- Michael McCort


VICE PRESIDENT AND WEALTH ADVISOR


phone icon 239.275.2122


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INVESTMENTS

william van sant senior vice president managing director
william van sant senior vice president managing director
roberta kessler vice president wealth advisor
roberta kessler vice president wealth advisor
jordan sowhangar wealth advisor
jordan sowhangar wealth advisor
james jacobson vice president wealth advisor
michael stewart vice president wealth advisor
curtis johnston wealth advisor
william van sant senior vice president managing director

- William F. Van Sant 111, CFP ®


SENIOR VICE PRESIDENT AND MANAGING DIRECTOR


phone icon 215.721.2112


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roberta kessler vice president wealth advisor

- Roberta J. Kessler


VICE PRESIDENT AND WEALTH ADVISOR


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jordan sowhangar wealth advisor

- Jordan Sowhangar


WEALTH ADVISOR


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james jacobson vice president wealth advisor

- James H. Jacobson CFP ®


SENIOR VICE PRESIDENT AND WEALTH ADVISOR


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michael stewart vice president wealth advisor

- Michael M. Stewart, CFP ®


VICE PRESIDENT AND WEALTH ADVISOR


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curtis johnston wealth advisor

- Curtis M. Johnston


WEALTH ADVISOR


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wesley remmey wealth advisor
randy faulkner wealth advisor
wesley remmey wealth advisor

- T. Wesley Remmey


WEALTH ADVISOR


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randy faulkner wealth advisor

- Randy Faulkner, MBA


WEALTH ADVISOR


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TRUST

matthew holliday senior vice president senior trust officer
john kazary vice president wealth trust advisor
linda lavay
matthew holliday senior vice president senior trust officer

- J. Matthew Holliday


SENIOR VICE PRESIDENT AND SENIOR TRUST ADVISOR


phone icon 215.721.2466


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john kazary vice president wealth trust advisor

- John C. Kazary, Esq., CTFA


VICE PRESIDENT AND WEALTH TRUST ADVISOR


phone icon 215.799.2959


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linda lavay

- Linda LaVay


SENIOR VICE PRESIDENT AND SENIOR TRUST ADVISOR


phone icon 267.898.0611


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