Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Brian J. McKeon, CPM®, CMFC®

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Wealth Advisor
215-497-3362

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Registered States:
AZ, CA, CO, CT, DC, DE, FL, IL, MD, MI, MT, NC, NH, NJ, NY, PA, SC, TX, VA, WA

Drew D. Barlow, CPM®

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Wealth Advisor
215-497-3361

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Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MD, MI, MT, NC, NH, NJ, NY, PA, SC, TX, VA, WA

Kirk Hasen, CFP®

First Vice President - Wealth Management
Financial Advisor
Wealth Advisor
215-497-3364

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Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MD, MI, MT, NC, NH, NJ, NY, PA, SC, TX, VA, WA

Michele Volm

Client Service Associate
215-497-3368

email



Karen A. Mclaughlin

Senior Client Service Associate
215-497-3366

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