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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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 email@example.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... Read more J. David Scott, ChFC® Managing Partner 856-581-2246 firstname.lastname@example.org 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,... Read more Julia Brufke Wenger, CFP, ChFC Phoenixville Branch Owner & Partner 610-933-3507 (610) 933-6263 email@example.com I love being a Certified Financial Planner for many reasons. It is the perfect blending of technical expertise and creativity. No two clients are alike, and a client’s goals and needs are as dynamic as the markets.. Read more Brian McKittrick, CFP Financial Advisor 484-259-1609 firstname.lastname@example.org Anthony Nicolai Investment Advisor (484) 259-1610 (610) 933-6263 email@example.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... Read more Bob Riley, CLU, ChFC Financial Advisor 610-251-0747 Rriley@therileycompany.com Michael R. Aster Investment Financial Advisor 856-581-2255 firstname.lastname@example.org David Cairns Financial Advisor 856-581-2240 Dcairns@balafinancial.com Sean P. McGovern Investment Financial Advisor 856-581-2249 email@example.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,... Read more Tom Rebstock Financial Advisor 856-581-2236 firstname.lastname@example.org James W. Scott CFP® Financial Advisor 856-581-2251 email@example.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... Read more J. William Parker, CPA Investment Financial Advisor 856-985-8070 firstname.lastname@example.org 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... Read more Peggy Martin Sales Assistant 484-259-1625 email@example.com Peggy is not affiliated with Signator. Read more Suzanne Reisser New Business Administrator 484-259-1602 firstname.lastname@example.org Debra Pikulski Client Services Assistant 856-581-2224 email@example.com Sandi Walker Client Services 856-581-2227 firstname.lastname@example.org Sandi Walker is not affiliated with Signator. Read more Christopher J. Mitchell, CFP® Financial Advisor 484-259-1633 610-940-1016 email@example.com Chris has over 16 years of experience in the Financial Industry, most notably served in Vanguard’s Ultra High Net Worth... Read more Sean Osborn Financial Advisor (610) 933-3507 (610) 933-6263 firstname.lastname@example.org Sean is a Financial Advisor at Bala Financial Group. He works with individuals that have a desire to become financially literate by providing a clear path to effectively manage debt, accumulate assets, and protect their current... Read more Allison Brannen Director of Financial Operations (610) 933-3507 (610) 933-6263 email@example.com John Vondercrone Registered Administrator 484-259-1608 610-940-1016 firstname.lastname@example.org Joshua Weiskopf Financial Advisor 484-259-1612 610-940-1016 email@example.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... Read more Leslie Scarano Little Compliance Coordinator 484-259-1605 firstname.lastname@example.org Mary Catherine Mahon Administrative Assistant Mmahon@jhnetwork.com Torri Brooks Client Relationship Manager 484-259-1607 610-940-1016 email@example.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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