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.



Our advisors

Lisa Policare

MBA, APMA

Financial Advisor

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

Pat Trauger

CFP®, APMA

Financial Advisor

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

Frank Policare

APMA

Financial Advisor

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

Christopher John Kelly

CFP®, CPA, APMA

Financial Advisor

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

Gerald Barlow

CPA, APMA

Financial Advisor

Learn more about Gerald Barlow Visit Gerald Barlow's website

Scott Utterback

CPA, APMA

Associate Financial Advisor

Learn more about Scott Utterback Visit Scott Utterback's website

Mackenzie Roedel

MBA, CFA®

Financial Advisor

Learn more about Mackenzie Roedel Visit Mackenzie Roedel's website

Joseph D Amore

MBA, CLTC®, APMA

Associate Financial Advisor

Client Service Manager
Learn more about Joseph D Amore Visit Joseph D Amore's website


Our team

Eric Kats

Eric Kats

Client Concierge

Personal Intro

Studying Finance & Accounting at Strayer University

Roles & Responsibilities

  • Required Minimum Distribution (RMD) processing
  • Account Openings and Money Movement
  • Ameriprise Secure Site Overview Specialist
  • 401(k) and Donor Advised Fund (DAF) Compliance
  • Notary Public - PA
View more
Brett Osborn

Brett Osborn

Client Service Coordinator

Personal Intro

Bachelor of Science in Business Administration - Kutztown University - Graduated May 2019

Roles & Responsibilities

  • 529's - Processing, Contributions, Distributions
  • Beneficiary Updates
  • Client Meeting Preparation
View more
Amanda Rennie

Amanda Rennie

Operations Director

Personal Intro

Bachelor of Arts Degree in Communications - Villanova University - Graduated 1997

Roles & Responsibilities

  • Office Process Management
  • Marketing and Advertising Contact
  • Event Coordination
View more
Katelyn McCann

Katelyn McCann

Client Service Coordinator,

Event Planner

Personal Intro

Bachelor of Arts in Psychology - West Chester University Master's in Counseling - Arcadia University

Roles & Responsibilities

  • Term Life Insurance Planning
  • Advisor Scheduling
View more

Lawrence Stevens

Financial Planning Assistant

Qualifications

  • SIE, Series 7, Series 66

View more