Penn Wealth Planning

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Penn Wealth Planning
Team photo for Penn Wealth Planning

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Advisors

Scott Utterback

CPA, APMA

Associate Financial Advisor

Visit Scott Utterback's website

Pat Trauger

CFP®, APMA

Financial Advisor

Managing Partner of Penn Wealth Planning
Visit Pat Trauger's website

Christopher John Kelly

CFP®, CPA, APMA

Financial Advisor

Managing Director of Penn Wealth Planning
Visit Christopher John Kelly's website

Lisa Policare

MBA, APMA

Financial Advisor

Chief Executive Officer of Penn Wealth Planning
Visit Lisa Policare's website

Gerald Barlow

CPA, APMA

Financial Advisor

Visit Gerald Barlow's website

Frank Policare

APMA

Financial Advisor

Co-Founder of Penn Wealth Planning
Visit Frank Policare's website

Mackenzie Roedel

MBA, CFA®

Financial Advisor

Visit Mackenzie Roedel's website