My journey began with valuable lessons learned early on about the significance of prioritizing financial well-being. From counting coins with my grandfather while he discussed the despair of the Great Depression to my Father taking me to make a savings deposit after cutting lawns, these experiences created a desire to always learn about the past to better the future. As a Kindergarten teacher, my mother instilled in me a passion to teach others. As a Financial Advisor, I have the privilege of teaching others to benefit from the financial wisdom passed down to me.

As a CERTIFIED FINANCIAL PLANNER^® practitioner and a Certified Portfolio Manager^®, I craft bespoke plans focused on your goals and create customized investment strategies to help you achieve them. Over my 24-year career, my approach has evolved to center on guiding you through life’s financial complexities so you can concentrate on what truly matters – your family, passions, and future aspirations.

We believe clients who work with us have come to appreciate:

Experience – we’ve helped clients through all kinds of market cycles, so we have a solid understanding of market risks, the insight to stay patient and to stay focused on your short- and long-term goals.

Clear Communication – Industry jargon can be confusing and intimidating, so we don’t use it. Instead, we give step-by-step guidance that’s straightforward and always aimed at helping you reach your goals.

Passion- Driven by a joy for the profession, I aim to continuously enhance my expertise by staying abreast of market trends through rigorous research and study. After all, the more I know, the more you know.

Resources - Supported by The Princeton Group, Oxford Harriman, and Wells Fargo Advisors Financial Network, I leverage cutting-edge industry research, analysis, technology, and trading platforms to provide my clients with a diverse range of resources and investment options for their financial growth.

When not in the office, you can find me near a sports complex watching my children play the games they love, at a winery with my wife of almost 20 years, or walking my Labrador Fletcher.

CA Insurance 4034238, Resides in NJ

Decades of Experience

Many of Dan’s clients have been with him for over 35 years. During the last three and a half decades, Dan developed a meaningful understanding of the issues that impact the lives of his clients. He is dedicated to providing a high level of attentive service as he guides clients who are nearing or already in retirement through his retirement income planning process.

Since beginning his career in the Financial Industry in 1987, Dan has had a wide range of experiences – from starting as an institutional municipal bond professional in New York City, to working with Global Private Clients, to becoming an independent financial advisor affiliated with Wells Fargo Advisors Financial Network.

In addition to his experience, Dan earned a B.A. from Stockton College, holds the Series 7 and 63 FINRA securities registrations, and earned the Chartered Retirement Plans Specialist™ designation.

Areas of Expertise

Dan has extensive experience in assisting high-net-worth clients with concentrated stock strategies, private money management, and alternative investments – along with collaborating with attorneys on trust and estate planning services.

A portion of Dan’s time is devoted to working with small to medium-size privately-held businesses, focusing on the development and implementation of retirement plans that suit their needs. This includes working with 401(k) and defined benefit plans for businesses, 403(b) plans for schools and hospitals, 457 plans for governmental employees, and 457(f) plans for non-profits.

Using timely financial research, Dan is proud of his ability to offer objective advice. He keeps his client’s best interests in the forefront, striving to provide the advice backed with the most appropriate product to solve each individual client’s particular set of challenges. This unbiased advice helps allow clients to build confidence that financial decisions are being made in their best interest.

Outside the Office

Outside of the office, Dan enjoys golfing, spending time at the beach, and cheering for the Cleveland Browns. He lives with his wife Colleen, and they have three grown children.

Bill Lewis is a Managing Principal and PIM Porfolio Manager with Lewis, Litwinsky & Associates of the Princeton Group, Wells Fargo Advisors Financial Network. He started his career in the financial services industry at Merrill Lynch Wealth Management in 1986 and joined Wells Fargo Advisors Financial Network in November 2020.

Bill received a Bachelor of Arts degree and a Master of Business Administration degree from Wilkes University, a Master of Science degree in Financial Services from the American College of Financial Services, a Master of Arts in American History from Pace University, and holds a Master of Public Administration and a Doctor of Arts degree from Lehigh University. Professionally, Lewis is a CERTIFIED FINANCIAL PLANNER® Certificant, awarded by the CFP^® Board of Standards, Inc. He has earned the Chartered Financial Consultant^® designation, the Chartered Life Underwriter^® designation, and the Chartered Advisor in Philanthropy^® designation from The American College. He also holds the Chartered Retirement Planning Counselor^TM and the Chartered Retirement Plans Specialist℠ designations from the College for Financial Planning. He holds the Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers. Additionally, Bill holds his Series 7, Series 24, Series 63, and 65 FINRA securities registrations, as well as his PA Life and Health Insurance Licenses.

Currently, Bill is a Commissioner of the Pennsylvania Historical and Museum Commission, a Board Member of the Hollenback Cemetery, and a member of the Board of Directors of the Academy of Certified Portfolio Managers. Previously, he served on the national Board of Governors of The American Red Cross; on the National Advisory Council of the Center for the Study of the Presidency; on the national Board of Family Service America; is a Past President of the Luzerne County Historical Society; a Past President of the Family Service Association of Wyoming Valley; a Past President of St. David’s Society of Wyoming Valley; a Past Chairman of the Wyoming Valley Chapter of the American Red Cross; and a Past President of the Northeast Chapter, Sons of the American Revolution.

Bill received the Rose Brader Community Service Award from the United Way of Wyoming Valley and was awarded the Clara Barton Honor Award for Meritorious Volunteer Leadership from The American Red Cross. He has served as an adjunct professor at Wilkes University and as an adjunct faculty member at King’s College.

Bill is married with four grown children and resides in Pittston, PA.

The 1997 Rose Brader Community Service Award by United Way of Wyoming Valley was bestowed by United Way of Wyoming Valley as a result of community efforts, unrelated to the business of the firm.

The 2002 Clara Barton Honor Award for Meritorious Volunteer Leadership by The American Red Cross was bestowed by The American Red Cross as a result of community efforts, unrelated to the business of the firm.

Gene is the Managing Partner of Schraeder, Kabala & Associates of The Princeton Group.  He has over 40 years of experience working with clients to achieve help their financial goals.  During much of his career he also assumed the responsibilities of managing branch offices for A G Edwards and Wells Fargo Advisors.

Early Influences

Gene’s parents were strong believers in the value of a good education and a dedicated work ethic.  After graduating from the University of Notre Dame and then serving with the 101st Airborne in Vietnam, Gene returned home to complete his MBA in finance. His initial job as a financial analyst with a major computer company lacked the sense of fulfillment which he saw his father experience everyday as a respected pediatrician in his hometown. That is when he changed course and became an advisor working directly with families helping them with their investment needs much in the way his dad helped families with their medical health.
 

Role and Vision