Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Michael Schwentner
Financial Professional
484-229-0684
Licenses and Certifications:Life and Health insurance AgentSeries 6 Investment Company Products/Variable Contracts Limited RepresentativeSeries 63 Uniform Securities Agent State Law Examination Series 65 Investment AdvisorProfessional...
Howie Lessel
Financial Professional
Licenses and Certifications:Life and Health insurance AgentProfessional History:1847Financial - Financial Professional (2013 - Present)Kutztown University - Director of Clinical Experience (2019 - 2024)Cedar Crest College - Student...
Blake Szymanski
Financial Professional