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Allentown 2_Blue

600 Hamilton Street,
Suite 900
Allentown, PA 18101

Directions

Phone: 610.865.2600

Mon–Fri, 8:30 am–5 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

Our Team

Our Pennsylvania office is situated in the city's growing urban center. Our Allentown financial advisors are experienced in helping executives make sense of their financial life through sound financial and investment planning strategies. The office specializes in providing retirement plan advisory services to corporate fiduciaries, and comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and successful entrepreneurs.

Advisor

Chris Butz, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

David Cacciabeve

Financial Advisor

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Advisor

Jim Edwards, AIF®

Principal,
Financial Advisor

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Advisor

Jeff Evans, CBFA, CEBS

Vice President,
Financial Advisor

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Advisor

John Hopkins, CPC

Vice President,
Financial Advisor

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Advisor

Jennifer Kelly, AWMA®

Client Relationship Manager

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Advisor

Jeff Loehwing, PRP

Senior Vice President,
Financial Advisor

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Advisor

Marcus Magyar, BFA™, CFP®

Financial Advisor

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Advisor

Mike Molewski, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Wes Schantz, ChFC®

Principal,
Financial Advisor

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Advisor

David Will, AIF®, CFA®

Vice President,
Financial Advisor

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Allentown, PA

600 Hamilton Street,
Suite 900
Allentown, PA 18101
Phone 610.865.2600