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Team

At Bala Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Joseph S. Little, CLU

Managing Partner

610-940-1010

jlittle@balafinancial.com

With over 30 years of industry experience, Joe uses his wealth of professional knowledge and sound judgment to help clients achieve their financial goals. He assists individuals, families and business owners...

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J. David Scott, ChFC®

Managing Partner

856-581-2246

dscott@balafinancial.com

Request an Appointment For nearly thirty years David has provided clients strategic guidance by taking a holistic planning approach. He believes it is important to champion for each and every client, focusing on their individual hopes,...

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Julie Brufke-Wenger, CFP

Investment Financial Advisor

610-933-3507

jbrufkewenger@balafinancial.com

Julia Brufke Wenger, Partner, Bala Financial is a Certified Financial Planner®, Chartered Financial Consultant® and is completing her Masters Degree in financial services. She is an active member on ...

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Anthony Nicolai

Investment Financial Advisor

484-259-1610

anicolai@balafinancial.com

Request an Appointment Anthony is a resource for people who are looking to achieve their financial goals while still protecting their families. He concentrates on helping families design insurance strategies which ensure stability...

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Sean P. McGovern

Investment Financial Advisor

856-581-2249

smcgovern@balafinancial.com

Request an Appointment Sean has helped his clients through all chapters of their lives. Whether they are newly married, having a child, changing jobs, seeking wealth management advice after an inheritance or planning for retirement,...

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James W. Scott CFP®

Financial Advisor

856-581-2251

jscott@balafinancial.com

Request an Appointment For over five years Jamie has proven to be a key member of our team by providing strategic guidance for our clients and their families. His robust skill set of bringing research and analytical capabilities to the...

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J. William Parker, CPA

Investment Financial Advisor

856-985-8070

jparker@balafinanical.com

Request an Appointment Bill is an Investment Advisor Representative with over 30 years of experience in the financial Industry. He is dedicated to establishing long-term relationships with his clients based on trust, honesty and...

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Peggy Martin

Sales Assistant

484-259-1625

mmartin@therileycompany.com

Peggy is not affiliated with Signator.
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Sandi Walker

Client Services

856-581-2227

swalker@balafinancial.com

Sandi Walker is not affiliated with Signator.
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Christopher J. Mitchell, CFP®

Financial Advisor

484-259-1633

610-940-1016

cmitchell@balafinancial.com

Chris joined Bala Financial Group in 2016. Chris has over 16 years of experience in the Financial Industry, most notably his previous involvement in Vanguard’s “High Net Worth” Division. Chris will leverage his...

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Joshua Weiskopf

Financial Advisor

484-259-1612

610-940-1016

jweiskopf@balafinancial.com

Josh began his career in financial services 16 years ago focusing on retirement solutions for participants in 401(k) plans.

Through his experience, Josh decided to focus his practice on providing individual advice tailored to each client...

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Torri Brooks

Client Relationship Manager

484-259-1607

610-940-1016

tbrooks@balafinancial.com

Experienced Client Relationship Manager with a demonstrated history of working in the financial services industry. Skilled in MS-DOS, Management, Microsoft Excel, Customer Service, and Process Management.
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