Matthew loves to globetrot (Portugal is his favorite destination) and is probably choosing his next country to visit right now. He’s active in the Philadelphia community where he serves as President of the University of St. Andrews Alumni Philadelphia Chapter and Chair of the French American Chamber of Commerce Program Committee.
CA Insurance License Number 4260761. Resident State PA
Every day, Joe wakes up energized knowing he has the opportunity to make generational differences in his clients’ lives. An industry veteran of nearly three decades, he has held various roles from branch manager to district manager at H&R Block. Those experiences and learnings inspired him to pursue what he knows to be his dream role as a financial advisor.
To him, the greatest feeling is helping clients achieve their financial goals — and he frequently feels rewarded.
Joe believes in giving his clients only the best possible service and investment planning. That is why he put in the extra hours to earn his CERTIFIED FINANCIAL PLANNERTM certification in 2005. His clients have noticed and appreciate his dedication, as Joe is often the first person they call when a major life event occurs: Everything from the birth of a child to the death of a family member and even divorce.
His investment philosophy comes down to the maxim of doing whatever is needed to best fulfill his clients’ objectives. To accomplish this, Joe leans into the latest technology, his 28 years of experience and the incredible insights provided by Wells Fargo Advisors Financial Network.
While more information and technology might drive investors to make emotional — instead of rational — decisions, Joe delivers a human touch, underscored by his steadying financial guidance to help achieve optimal outcomes based on a crystal-clear understanding of what his clients want to accomplish.
Joe and his wife Angela live in Phoenixville, PA and are the proud parents of two daughters and a son. A familial passion for athletics means you’ll find his children competing in basketball, lacrosse or baseball, while Joe has played and coached just about every sport there is. He also ran the Collegeville Jaguars AAU (basketball) organization for five years and is currently coaches the Spring-Ford Middle School girls’ basketball team in his spare time.
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 registrations, and earned the Chartered Retirement Plans Specialist™ designation.
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 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.
110 Traders Cross, Suite 231,
Bluffton, SC 29909
Gene is the Managing Partner of Schraeder, Kabala & Associates of The Princeton Group. He has over 40 years of experience working in partnership with his clients to achieve 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.
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.
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