Tim grew up in Philadelphia during the 1960’s, meaning he witnessed social unrest firsthand— and this had tremendous impact on how he developed his personal life goals.

These experiences provide a crucial context to the life he’s dedicated to addressing inequities and helping give a voice to those who have none.

A People’s Person  

Tim started as a social worker, serving as a child abuse and neglect case manager for his first decade out of college. Years later, he aggressively negotiated better working conditions for blue-collar employees during his time as an Executive Vice President of a labor union. After beginning his career in the private sector, he turned his focus to fighting for the financial improvement of his clients’ lives.
 
The common thread running through Tim’s story is one of working selflessly for others, helping people exercise their right to self-determination and helping to enable them to live the life they desire.

Using Strengths  

When Tim co-founded The Princeton Group with his wife Donna M. Sabb, he believed there was an untapped opportunity in the soon-to-be flourishing independent Financial Advisor market.

His business model is one of providing opportunities to advisors, helping develop strong talents into superb ones, and helping to simplify the path towards prosperity.

More than twelve years later, he still strives to build an environment where Financial Advisors and their clients can grow and flourish.

Outside the Office  

Tim is a Seinfeld aficionado and passionate movie buff. Chances are that if you offer him a line from a comedy, he can place it.

Tim is a Certified Investment Management Analyst^®, a designation he earned through the Wharton School of Business and conferred by the Investment Management Consultants Association, of which Tim is a member. He is also a member of the International Academy of Collaborative Professionals.

CA Insurance License Number 0C20008. Resident State PA

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Every life has a turning point, often at a most unexpected time and way.  Donna’s happened in 2008. 

The Bernie Madoff scandal and the Great Recession converged, presenting her a choice: To leave her fate to the turbulent economy or bet on the skills she built at Merrill Lynch and Smith Barney.

Of course, she chose the latter without flinching.

Donna and her husband Tim, founded The Princeton Group in March 2009. It was to be either the best of times or the worst for the newly minted Financial Services Practice.

All Work Is Honorable
Before her career in financial services, Donna was a social worker. A housekeeper for Mrs. Johnson. A line worker at Ford Motor. At every turn, Donna was driven to create opportunity in her career.

Today, 36 years later, she continues to work just as diligently for her clients. She is a seasoned financial services professional with broad experience in investment planning and developing personal and collaborative client relationships. As a business owner, Donna believes in effective management and team building with visionary leadership, collective goal sharing and stimulating coaching. Donna has the creative ability to develop customized plans to provide both individual results while building a cohesive team environment. She is tenacious in mentoring the women of The Princeton Group (currently 32% of the Practice) and resolute in promoting leadership skills in the Practice’s second generation.

Donna believes all work is honorable. Her hard-won success taught her that every dollar entrusted to her represents hours of work, saving and budgeting. Her mission as a trusted Financial Advisor is to help each family achieve their goals and pursue happiness. Her belief in investment planning and helping guide sound financial decisions are the foundation of a trustworthy relationship. Loyalty is earned by treating people well.

Financial Inclusion
Donna’s fosters all of her clients’ financial health and well-being. However, her lifelong mission is to bring more female advisors to the financial services industry, helping women own their financial independence as Advisors and dispel the unfounded etiquette of money silence among women.

Black Diamonds are a Girl’s Best Friend
This “Jersey Girl” splits her time between Philadelpia and Colorado. She loves paddle boarding, hiking the beautiful Rocky Mountains and skiing the Black Diamonds in Breckenridge, CO.


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Knowing your game plan is critical. After all, assets are only part of financial security. Open and honest conversations, operating with intent, having a clear purpose while defining goals and staying true to the process are just as important.

To David, goals without a plan are just a wish. That’s why he develops well-rounded investment strategies before acting with his trademark all-in attitude.

Investing with Impact 

David wants his clients to smile, laugh and live vibrantly.

That means understanding what makes up their beliefs, their investment background and goals to find investments that align with core values.

Educating and Evaluating  

David earned his Certified Investment Management Analyst® designation from the Investments Management Consultants Association® in conjunction with the Wharton School of Business at the University of Pennsylvania, which helped him build knowledge and experience in analyzing investments, advanced portfolio construction, and risk management - all to make informed financial decisions.

This extensive education plus his over two decades of industry experience helps ground him to be a go-to for plan sponsors and company retirement plans. Additionally, it serves in creating effective investment, retirement income and estate planning strategies for individuals, families, and those businesses.

He also holds FINRA series 7, 24, 63, 65, and SIE registrations along with state insurance licenses.

David engages with clients however they want: In-person, virtually, by phone or email.

These interactions create opportunities to meet and to adjust plans or goals as needed, in easy-to-understand language. They also help clients prepare for life changes, major market shifts and hallmark events.

Out of the Office

A former scholarship soccer player at the University of Portland, he considers himself fortunate to volunteer with the Red Cross, Philabundance and the Philadelphia Families Forward organization.

CA Insurance License Number 4230059. Resident State PA


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Orlando can be described as a leader, not a follower, independent in thought and willing to explore creative solutions to help his clients achieve their aspirations. He’s a responsible and caring lone wolf—and one who is unafraid to stray from the pack of conventional thought.

Other financial advisors may prefer to invest according to whatever their firm may recommend. Orlando prefers to mine the opinions from major investment houses, top tier registered investment advisory firms (RIAs) and boutiques on topics dealing with estate planning strategies and investments seeking three things: Data, data and more data.

As a Russian proverb says, “Doveryai, no proverya” (Trust, but verify).

The reason why is simple. Data should reveal a financial narrative or the variables that shape market forces; and when placed in Orlando’s hands, that data can be transformed into exceptionally well-crafted investment strategies derived by meticulous analysis from informed sources.

An independent thinker, he questions everything as he looks for the root cause of “Why.” He’s cognizant that knowledge is transitory in the financial industry—and that keeping an open mind is fundamental to success.

One of the First  

Orlando received his degree from Yale University.

From the onset of his career, he was trained in the consultative-style approach to investing.

He learned first-hand from estate planning attorneys, investment management firms, bank trust departments and others—professionals whose expertise and insights are frequently needed to deliver the success his clients’ desire.

Since he was on the leading edge at the forefront of this type of educational experience, he believes he can say he’s been putting holistic investment plans into place longer than most of his peers.

Orlando has earned the Certified Investment Management Analyst™ (CIMA^®) and Certified Financial Planner (CFP^®) designations, which helps him simplify complex financial matters, from business succession strategies to tax-minimizing strategies and wealth-transfer strategies for individuals and organizations alike.

Outside the Office  

Orlando likes to keep active mentally and physically. When he’s not reading a financial report or earnings statement, you’ll find him strength training, running or bicycling.


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Don didn’t mean to, but he fell into his career backwards.

When an injury forced him to retire as a Naval Aviator, he started serving people in a different way: Financially.
 
Along the way, he’s worked as a branch manager, regional sales manager and a management training advisor for industry giants like Merrill Lynch and Morgan Stanley. 

But he’s his happiest as a financial advisor.

The title might be less glamorous, but Don knows the role he plays in his clients’ financial wellbeing carries massive importance.
 

Easy Job. Hard Work. 

Don will tell you his job is easy. Literally everyone—no matter their net worth or the amount of investible assets—could use advice when it comes to making sensible, realistic investment plans.

Don will also tell you his work that goes into creating and managing those investment strategies is complex and carries with it a massive responsibility.

Dialogue Before Doing 

Don’s experience in the armed forces made planning the foundation in his approach.  But before he creates a plan, he listens to what his clients say—intelligently. 

It’s how he can uncover insights about their financial situation to provide his trademark financial counseling based on what they have now—and what they want to happen in the future.  He strives to help create that balance between emotion and strategy as clients maneuver through life’s events.

 

Outside the Office

Don’s a workhorse, so it makes sense he’s also an amateur equestrian.  He owns several (too many) competition level P.R.E. (Andalusian) dressage horses.

He’s happily married to Wendy and the proud father of three (almost) adult children.

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Colleen was taught the value of financial independence at a young age from her father. Now as a financial advisor, Colleen stresses the importance of building a strong financial foundation.

From establishing emergency funds as early as possible to taking advantage of employer-plan matches, she believes in empowering her clients through financial education, providing the tools necessary for all of her clients to feel confident, comfortable and prepared to achieve their aspirations. 

Taking Emotion Out of Money

Every stage of life comes with its own emotional energy, from building assets during working years to the excitement of retiring—even the potential worry surrounding one’s estate. 

Colleen’s calming presence and thoughtful process are fundamental to creating rational plans for where her
clients are in life.

Her completion of the highly accelerated CERTIFIED FINANCIAL PLANNER^TM certification from Temple University informs recommendations that are steady, practical and easy to understand.

Proper Planning Prevents Poor Performance

Deliberate, thorough action has to be delivered for a plan to succeed. Colleen’s dedication to understanding her clients’ situation and goals translates into a plan for the life her clients want to live.

After all, actionable advice comes from accurate information. Colleen’s masterful communication skills ease any intimidation clients might feel, allowing them to open up and talk about their situation without judgement.

Outside the Office

Colleen is a Mountaineer from West Virginia University, where she graduated Summa Cum Laude. She served as her sorority’s President, which she continues to volunteer through the Chi Omega Philadelphia Alumnae Association as the chapter’s Treasurer. She also gives back to her community as a member of Soroptimist International, a women’s organization devoted to providing resources to promote education and social empowerment. 

Colleen enjoys experimenting with different recipes, traveling to new places, and spending time outside running, hiking or golfing. 

California Insurance License Number 4314567  Resident State PA

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Matthew is a people’s person, through and through. He’s a natural connector with an ability to relate on a deeper level, almost instantly.

To him, nothing is more powerful - or empowering - than a conversation. This is what gives people the opportunity to dream about their lives and what could be possible with proper investment planning in place. It also helps provides the inspiration to activate their dreams as soon as possible. 

As he’s lived in or explored more than 50 countries, Matthew is experienced in striking up meaningful conversations, no matter a person’s background. 

And with his Master’s in Financial Economics from the prestigious St. Andrews University in Scotland, he is fluent in discussing comprehensive financial guidance with a specialization in investment management and wealth preservation strategies.

Dig Deeper

Matthew is a CERTIFIED FINANCIAL PLANNER® certificant, administered by the CFP Board of Standards, Inc.

Through his experience helping his clients plan their financial futures, he has learned that asking a question will only get you so far. Real information comes by following up, searching for the why behind the answer. Why someone wants to retire at a certain age. Why they want to have a certain amount of money. Or why they would consider changing careers.

That’s why Matthew digs deeper during his discussions. He believes this is how you build open, honest lines of communication.

Sharing Experience

Matthew helps to attract interested Financial Advisors who may want to consider becoming part of The Princeton Group's independent financial advisory practice. As the son of two Financial Advisors and being one himself, he enjoys sharing his experience of independence with those looking for a change.

Fishtown, Philadelphia

Matthew and his business partner established the tenth office of The Princeton Group on Frankford Avenue, the main commercial street in Philadelphia’s Fishtown neighborhood, with a mission of making wealth management more transparent, accessible, and authentic.

Outside the Office

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

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the US.

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Joe has a mission to provide every client with targeted, comprehensive financial advice and investment management - delivered with the highest level of personal service and professional integrity.

Joe Strives To Provide Trusted Advice and Exceptional Service
 

A Lifetime of Experience

For over 38 years, Joe has served as a Financial Advisor to both individual and institutional investors. By focusing on his clients’ specific needs, he develops tailored strategies designed to help them reach their financial goals by striving to provide Trusted Advice and Exceptional Service.

Joe has been with Wells Fargo Advisors Financial Network and its predecessor firms since 1988. While at Wells Fargo Advisors, he was recognized as part of 2018-2022 Wells Fargo Advisors Financial Network Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
 

He has also held numerous positions over the course of his career, including:

• Financial Consultant for Tripp & Co New York, NY
• Financial Consultant for Phillips Apell & Walden
• Branch Manager and Financial Advisor A.G. Edwards
• Complex Manager and Financial Advisor Wachovia Securities
• Complex Manager and Financial Advisor Wells Fargo Advisors
• Arbitrator for Financial Industry Regulatory Authority (FINRA) since 1999
• Arbitrator for the American Arbitration Association (AAA) since 1992
• Arbitrator for the Philadelphia Stock Exchange (PHLX) 1990-1997 

Commitment to Clients

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As life circumstances change, so do the investment strategies that Joe uses to help keep clients on course toward their objectives. Joe has demonstrated his commitment to working together through the years with his clients to help keep their investment strategies aligned with their goals and needs.

The last thing you need in your busy life is a complex web of financial relationships. As a client, you’ll enjoy the convenience and clarity of coordinating most, if not all, of your financial life through a single point of contact. Joe utilizes the Wells Fargo enterprise to help clients address their financial needs beyond investing, which is distinct advantage of working with one the world’s premier financial institutions.
 

Outside the Office

Joe currently serves as CEO/Chairman and Co-Founder of the Sound Mind Network (soundmindnetwork.org), a non-profit foundation organized to reduce the devastating impact of addiction, trauma, and mental health on families across America, reducing the stigma, and beginning the recovery process through the arts and music.

Joe also enjoys spending time with his family in the Delaware Cape region. Joe and his wife, Tara, live in Chester County, PA with their daughters Olivia and Jillian and their two dogs Ginger, and Cami.

Robyn has always worked for a cause.

After graduating from Penn State, Robyn started her career in the medical field. When her life’s plans changed, she made the natural choice to continue her mission of making lives better, this time as a financial advisor.

The transition from Healthcare to Financial Management made sense because the roles are similar. Both involve difficult conversations. Both require complete two-way honesty. And both focus on well-being. Only instead of her clients’ physical health, she’s now focused on improving their fiscal health.

Facing Forward

Like many others, student loans have shaped Robyn’s relationship with money. In fact, before her career in finance, Robyn researched and created a plan to pay off her student loans which is partially responsible for sparking her all-consuming interest in helping others face their financial future with confidence and a tailored, well thought out plan—from young entrepreneurs to those well into their retirement.

Robyn understands the importance of taking a forward-looking approach to preparing for what’s to come. That means getting into the weeds of current events, the political landscape, industry trends, product offerings, and how they influence each other. 

She is a huge proponent of technology, always utilizing the firm’s compliance-approved platforms and technology offerings to better serve her clients and deliver crucial information in a highly personalized, timely way.

Outside the Office

True to her philanthropic nature, Robyn is an active alumna of the Chi Omega Fraternity. She found her passion to help other women while serving as chapter President during her time at Penn State. She is also a member of Soroptimist International of Indian Rock, a global volunteer organization that provides women and girls with access to the education and training they need to achieve economic empowerment. Robyn is also passionate about mental health awareness and suicide prevention. 

Robyn is a self-described foodie who enjoys exploring restaurants and trying new foods with her friends and family. She’s also no stranger to leading an active lifestyle by traveling, running, doing just about anything outdoors, and practicing yoga and pilates when she gets the chance.

Matthew is a people’s person, through and through. He’s a natural connector with an ability to relate on a deeper level, almost instantly.

To him, nothing is more powerful - or empowering - than a conversation. This is what gives people the opportunity to dream about their lives and what could be possible with proper investment planning in place. It also helps provides the inspiration to activate their dreams as soon as possible. 

As he’s lived in or explored more than 50 countries, Matthew is experienced in striking up meaningful conversations, no matter a person’s background. 

And with his Master’s in Financial Economics from the prestigious St. Andrews University in Scotland, he is fluent in discussing comprehensive financial guidance with a specialization in investment management and wealth preservation strategies.

Dig Deeper

Matthew is a CERTIFIED FINANCIAL PLANNER® certificant, administered by the CFP Board of Standards, Inc.

Through his experience helping his clients plan their financial futures, he has learned that asking a question will only get you so far. Real information comes by following up, searching for the why behind the answer. Why someone wants to retire at a certain age. Why they want to have a certain amount of money. Or why they would consider changing careers.

That’s why Matthew digs deeper during his discussions. He believes this is how you build open, honest lines of communication.

Sharing Experience

Matthew helps to attract interested Financial Advisors who may want to consider becoming part of The Princeton Group's independent financial advisory practice. As the son of two Financial Advisors and being one himself, he enjoys sharing his experience of independence with those looking for a change.

Fishtown, Philadelphia

Matthew and his business partner established the tenth office of The Princeton Group on Frankford Avenue, the main commercial street in Philadelphia’s Fishtown neighborhood, with a mission of making wealth management more transparent, accessible, and authentic.

Outside the Office

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

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the US.

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Caroline has accomplished more than most will in a lifetime: Authoring four children’s books, presenting a TEDx Talk—even serving as the inaugural Miss Pennsylvania Volunteer.

She’s also already found her dream career: Helping people find financial comfort. And Caroline’s in it for the long haul to help individuals, families, businesses, and nonprofits achieve that goal for generations to come.

She considers herself gritty, never afraid to put in the work, no matter how long it takes. Caroline thinks in terms of decades, not months or years. Her roadmap for building client wealth is pages long, not a paragraph.

Live and Learn Vibrantly  

The first thing clients notice about Caroline is her endless energy. She throws this same passion into all she does, including her education.

Caroline graduated Summa Cum Laude from King’s College with a Bachelor of Science in Business Administration—with a double major in Management and Marketing and a minor in Leadership Studies. She also earned a Master of Science in Personal Financial Planning from the College for Financial Planning. Caroline is currently pursuing her second master's degree, a Master of Science in Organizational Dynamics, at the University of Pennsylvania, where she is concentrating on leadership and organizational coaching.

 

Caroline is a CERTIFIED FINANCIAL PLANNER® certificant, administered by the CFP® Board of Standards, Inc. Caroline holds the Series 7 and Series 66 FINRA registrations, as well as the PA Life and Health Insurance Licenses. She also earned the Chartered Retirement Planning Counselor™ designation and the Chartered Retirement Planning Specialist™ designation from the College for Financial Planning.

But the most important thing she’s learned isn’t in a book. It’s that real results happen when you really listen, cut through the noise, and understand what a client truly needs. And she listens with the same intent as she does everything else. 

Fishtown, Philadelphia

Caroline and her business partner established the tenth office of The Princeton Group on Frankford Avenue, the main commercial street in Philadelphia’s Fishtown neighborhood, with a mission of making wealth management more transparent, accessible, and authentic.

Caroline is active in the Fishtown, Philadelphia community as the Co-Founder of Fishtown Connect and a Board Member of the Fishtown Kensington Business Improvement District (BID). She was named a 2024 Women of Influence Rising Star honoree by the Philadelphia Business Journal.

Outside the Office  

Caroline is a stranger to sleep. At this very moment, she may be performing as a classically trained pianist, training for her next marathon, or writing another book… quite possibly all at the same time.


The 2024 Women of Influence Rising Star by the Philadelphia Business Journal was bestowed by the Philadelphia Business Journal as a result exclusively based on community efforts, unrelated to the business of the firm.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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Knowing your game plan is critical. After all, assets are only part of financial security. Open and honest conversations, operating with intent, having a clear purpose while defining goals and staying true to the process are just as important.

To David, goals without a plan are just a wish. That’s why he develops well-rounded investment strategies before acting with his trademark all-in attitude.

Investing with Impact 

David wants his clients to smile, laugh and live vibrantly.

That means understanding what makes up their beliefs, their investment background and goals to find investments that align with core values.

Educating and Evaluating  

David earned his Certified Investment Management Analyst® designation from the Investments Management Consultants Association® in conjunction with the Wharton School of Business at the University of Pennsylvania, which helped him build knowledge and experience in analyzing investments, advanced portfolio construction, and risk management - all to make informed financial decisions.

This extensive education plus his over two decades of industry experience helps ground him to be a go-to for plan sponsors and company retirement plans. Additionally, it serves in creating effective investment, retirement income and estate planning strategies for individuals, families, and those businesses.

He also holds FINRA series 7, 24, 63, 65, and SIE registrations along with state insurance licenses.

David engages with clients however they want: In-person, virtually, by phone or email.

These interactions create opportunities to meet and to adjust plans or goals as needed, in easy-to-understand language. They also help clients prepare for life changes, major market shifts and hallmark events.

Out of the Office

A former scholarship soccer player at the University of Portland, he considers himself fortunate to volunteer with the Red Cross, Philabundance and the Philadelphia Families Forward organization.

CA Insurance License Number 4230059. Resident State PA


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You can tell a lot about a financial advisor from how they’ve built their practice.

Bill built his by seeing the world through his clients’ eyes. That’s because every person leads a singular life, and each requires an individualized investing strategy. 

In his eyes, generic solutions won’t cut it—and he’s devoted the last 22 years to building highly-personalized portfolios from scratch. 

Due Diligence  

Bill wears two hats: His planning hat and his trading hat. 

He often switches between the latter two during meetings—but only after he’s done his extensive due diligence in getting to know the ins and outs of his clients’ needs.

That deep dive into fully understanding his clients is foundational to creating goals-based investment planning that focuses on growth, tax, family and other objectives. Whenever possible, he creates synergistic portfolios that reflect the views, values and beliefs his clients hold.

Smart Work Pays Off  

Bill’s well-rounded education includes many certifications. He holds his Series 7, 9, 10, 21, 63 and 65 registration, a Social Security and Medicare planning certificate, insurance licenses plus certification as he’s also a CERTIFIED FINANCIAL PLANNER™ professional.

But it’s a real-life commitment he values the most: Being available. While other advisors might shut off at 4pm, Bill’s no stranger to answering calls on a Friday night or Sunday morning. Otherwise, he would be neglecting his clients’ dreams. And that’s not how he built his practice.

Outside the Office  

Bill roots for the Philadelphia Eagles and whichever team is playing the Cowboys. He’s a globetrotter who enjoys discovering new destinations, with Jerusalem being his favorite. Bill is also a founding member of Collegeville’s Business Network International. 

He’s ecstatic to be married to Renee, his wife of 26 years. They’re the proud parents of two children and call Limerick home.


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When The Princeton Group needed someone to open their first satellite location, the group believed Greg’s lifetime of leadership experience made him an obvious choice. The skills he has cultivated over the years—problem-solving, compassion, collaboration—have helped bring out the best of the practice’s advisors and associates.

More importantly, these same skills help lead his clients through complex financial matters, with his decisive, intelligent investment strategies.

People are the Passion

Greg wakes up every day with one goal on his mind: To improve his clients’ lives.  

You’ll know exactly what he means when you sit across from him.

He knows every worthwhile client relationship is founded on an unshakeable trust, one nurtured and developed over meaningful conversations. He believes this never-ending desire for getting to know people is what distinguishes him in his role. After all, he’s asking people to give him a lifetime of earnings—and he shoulders this immense responsibility with equal determination.

Shoes and Hats

Greg invests alongside his clients. That means putting himself in their shoes, asking “What would I do if this was my situation?” It’s how he establishes realistic expectations and specific investing plans, regardless of circumstances.

As a business owner, he wears more than one hat, making his experience relatable and relevant for all types of clients: Entrepreneurs, people who are transitioning careers, those close to retiring and those still building their wealth.

Outside the Office

Greg enjoys spending time with family and friends. He and his wife Jennifer live in Collegeville with their children Genevieve and Gregory and their rescue dog Summer.

Greg is an active community member, serving as a leader for the Bloomsburg University’s Alumni Association, its Foundation, and its College of Business. He frequents the Perkiomen Valley Chamber of Commerce and loves coaching little league sports.

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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.

Putting Clients On a Pedestal

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 PLANNER^TM 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.

Outside of Work

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.

Success in life is determined by where you finish, not where you start. 

David’s 40-year industry tenure is a perfect example of this adage. He started as a stockbroker for Dean Witter Reynolds after graduating from Ursinus College with a degree in economics. 

Soon after, a deeply personal experience forced him to reevaluate his career, leading him to invest his efforts with greater purpose: helping people understand and reach their financial goals. 

Invaluable Experience  

David’s longevity means he has been through many market booms and busts. For any investor, that type of professional experience should inspire confidence.

But just as important—and potentially overlooked—is his life experience.

He has lived through most of the same major milestones his clients have or will experience: Getting married, buying and selling homes or investment properties, saving for his children’s education, handling his parent’s estates, executing strategies to keep taxes in check, preparing for retirement and creating estate planning strategies.

His “been there, helped with that” mentality, along with his extremely relatable personality, nurtures the confidence clients need when making major financial decisions.  

Educating and Celebrating  

Caring. To David, this is his number one responsibility. It also happens to be his favorite part of his career.

Educating clients, making sure they understand every potential pro, con or risk. These are the conversations he looks forward to most, because these can have the power to change a client’s life. And you can count on him to celebrate with you as each goal is met.  

Outside the Office  

David is actively involved in his Church and the Christian Business Community. He has been active in building homes for the poor in Guatemala and currently serves on the Board of Directors for a Community group in Haiti.

Happily married for 30 years, he and his wife are proud parents of three children, the oldest adopted from Guatemala and the youngest from China.


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To say Shaun’s career has been molded by his experience working with prominent figures in public policy, economics and law would be an understatement.

Shaun was inspired by Nobel Laureates in Economics, such as Robert Mundel and James Buchanan. He was mentored by public policy thought leaders such as Jack Kemp and Bill Bennett. And he was educated by law and economic scholars such as Richard Ippolito and Francesco Parisi. 

Though he no longer practices law, Shaun served as a former lawyer-economist for influential organizations. He was also a Capitol Hill legislative counsel for House of Representatives Policy Committee Chairman, Congressman John Shaddegg. That means Shaun has an exceptional understanding of the financial forces, both macro and micro, that affect our lives every day—and he uses that to his clients’ advantage.

A Hybrid Approach

Modeling of portfolios is both an interest and a specialty of Shaun’s. While index investing can generate solid results, Shaun prefers considering multiple factors, from historical valuations and growth potential to macroeconomic developments and global economic forces.

He believes this fusion of sensible and strategic thinking distinguishes him from his peers.

Earning Trust

It doesn’t matter if you have $10 or $10 million to invest; Shaun will strive to earn 100% of your trust.

That’s because his clients, which include business owners as well as high net worth individuals and families, don’t have unlimited time to recoup dramatic losses. He’s seen lives altered by imprudent investments that don’t align with one’s true risk tolerance. You can expect him to gain your hard-earned respect with every investment decision he makes.

Outside the Office

Shaun is a happy family man, cheering on his sons at their youth hockey games or giving his daughter a standing ovation at her ballet recitals.

He and his wife, who met on their first day of law school, live in Collegeville, PA with their four children and their dog, Einstein.

CA Insurance License Number 0J22152. Resident State PA

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Colleen was taught the value of financial independence at a young age from her father. Now as a financial advisor, Colleen stresses the importance of building a strong financial foundation.

From establishing emergency funds as early as possible to taking advantage of employer-plan matches, she believes in empowering her clients through financial education, providing the tools necessary for all of her clients to feel confident, comfortable and prepared to achieve their aspirations. 

Taking Emotion Out of Money

Every stage of life comes with its own emotional energy, from building assets during working years to the excitement of retiring—even the potential worry surrounding one’s estate. 

Colleen’s calming presence and thoughtful process are fundamental to creating rational plans for where her
clients are in life.

Her completion of the highly accelerated CERTIFIED FINANCIAL PLANNER^TM certification from Temple University informs recommendations that are steady, practical and easy to understand.

Proper Planning Prevents Poor Performance

Deliberate, thorough action has to be delivered for a plan to succeed. Colleen’s dedication to understanding her clients’ situation and goals translates into a plan for the life her clients want to live.

After all, actionable advice comes from accurate information. Colleen’s masterful communication skills ease any intimidation clients might feel, allowing them to open up and talk about their situation without judgement.

Outside the Office

Colleen is a Mountaineer from West Virginia University, where she graduated Summa Cum Laude. She served as her sorority’s President, which she continues to volunteer through the Chi Omega Philadelphia Alumnae Association as the chapter’s Treasurer. She also gives back to her community as a member of Soroptimist International, a women’s organization devoted to providing resources to promote education and social empowerment. 

Colleen enjoys experimenting with different recipes, traveling to new places, and spending time outside running, hiking or golfing. 

California Insurance License Number 4314567  Resident State PA

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Not all my friends are clients, but all my clients are friends.

Knowing and understanding my clients’ needs drives the relationship beyond those usually shared between professionals and their clients. I am proud to be one of the first people my friends and clients call when they have a concern, whether it is financial or personal. I want to be by their sides as they navigate challenges and to share their happiness when life is good. The goal is for my advice to make a difference in how clients feel about their finances, and in turn how their finances affect their lives.

For more decades than I’d like to admit I’ve watched the markets struggle and soar, doing it again and again. I am more than acquainted with long-term investing and short-term angst. These experiences have formed my approach to market fluctuations and client advice. Everyone’s plan is custom and personal, just like every relationship.

Professionally, I am very proud of my Certified Investment Management Analyst® certification from the Investments & Wealth Institute in conjunction with the Wharton School of Business. As the founder of the Cherry Hill office of The Princeton Group, I am excited to bring our highly focused service model to southern New Jersey. When not in the office, I am an adoring Loopy to Harlee and Izzy, proud wife to Jon and committed Lion of Judah in the Jewish community.

If you are interested in learning how I work with clients and are wondering if I would be a good fit for you, your family or your company retirement plan, please reach out to me at [email protected] or by phone at 856-452-7100.


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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.

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 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

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Joe has a mission to provide every client with targeted, comprehensive financial advice and investment management - delivered with the highest level of personal service and professional integrity.

Joe Strives To Provide Trusted Advice and Exceptional Service
 

A Lifetime of Experience

For over 38 years, Joe has served as a Financial Advisor to both individual and institutional investors. By focusing on his clients’ specific needs, he develops tailored strategies designed to help them reach their financial goals by striving to provide Trusted Advice and Exceptional Service.

Joe has been with Wells Fargo Advisors Financial Network and its predecessor firms since 1988. While at Wells Fargo Advisors, he was recognized as part of 2018-2022 Wells Fargo Advisors Financial Network Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
 

He has also held numerous positions over the course of his career, including:

• Financial Consultant for Tripp & Co New York, NY
• Financial Consultant for Phillips Apell & Walden
• Branch Manager and Financial Advisor A.G. Edwards
• Complex Manager and Financial Advisor Wachovia Securities
• Complex Manager and Financial Advisor Wells Fargo Advisors
• Arbitrator for Financial Industry Regulatory Authority (FINRA) since 1999
• Arbitrator for the American Arbitration Association (AAA) since 1992
• Arbitrator for the Philadelphia Stock Exchange (PHLX) 1990-1997 

Commitment to Clients

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As life circumstances change, so do the investment strategies that Joe uses to help keep clients on course toward their objectives. Joe has demonstrated his commitment to working together through the years with his clients to help keep their investment strategies aligned with their goals and needs.

The last thing you need in your busy life is a complex web of financial relationships. As a client, you’ll enjoy the convenience and clarity of coordinating most, if not all, of your financial life through a single point of contact. Joe utilizes the Wells Fargo enterprise to help clients address their financial needs beyond investing, which is distinct advantage of working with one the world’s premier financial institutions.
 

Outside the Office

Joe currently serves as CEO/Chairman and Co-Founder of the Sound Mind Network (soundmindnetwork.org), a non-profit foundation organized to reduce the devastating impact of addiction, trauma, and mental health on families across America, reducing the stigma, and beginning the recovery process through the arts and music.

Joe also enjoys spending time with his family in the Delaware Cape region. Joe and his wife, Tara, live in Chester County, PA with their daughters Olivia and Jillian and their two dogs Ginger, and Cami.

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 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.

Caroline has accomplished more than most will in a lifetime: Authoring four children’s books, presenting a TEDx Talk—even serving as the inaugural Miss Pennsylvania Volunteer.

She’s also already found her dream career: Helping people find financial comfort. And Caroline’s in it for the long haul to help individuals, families, businesses, and nonprofits achieve that goal for generations to come.

She considers herself gritty, never afraid to put in the work, no matter how long it takes. Caroline thinks in terms of decades, not months or years. Her roadmap for building client wealth is pages long, not a paragraph.

Live and Learn Vibrantly  

The first thing clients notice about Caroline is her endless energy. She throws this same passion into all she does, including her education.

Caroline graduated Summa Cum Laude from King’s College with a Bachelor of Science in Business Administration—with a double major in Management and Marketing and a minor in Leadership Studies. She also earned a Master of Science in Personal Financial Planning from the College for Financial Planning. Caroline is currently pursuing her second master's degree, a Master of Science in Organizational Dynamics, at the University of Pennsylvania, where she is concentrating on leadership and organizational coaching.

 

Caroline is a CERTIFIED FINANCIAL PLANNER® certificant, administered by the CFP® Board of Standards, Inc. Caroline holds the Series 7 and Series 66 FINRA registrations, as well as the PA Life and Health Insurance Licenses. She also earned the Chartered Retirement Planning Counselor™ designation and the Chartered Retirement Planning Specialist™ designation from the College for Financial Planning.

But the most important thing she’s learned isn’t in a book. It’s that real results happen when you really listen, cut through the noise, and understand what a client truly needs. And she listens with the same intent as she does everything else. 

Fishtown, Philadelphia

Caroline and her business partner established the tenth office of The Princeton Group on Frankford Avenue, the main commercial street in Philadelphia’s Fishtown neighborhood, with a mission of making wealth management more transparent, accessible, and authentic.

Caroline is active in the Fishtown, Philadelphia community as the Co-Founder of Fishtown Connect and a Board Member of the Fishtown Kensington Business Improvement District (BID). She was named a 2024 Women of Influence Rising Star honoree by the Philadelphia Business Journal.

Outside the Office  

Caroline is a stranger to sleep. At this very moment, she may be performing as a classically trained pianist, training for her next marathon, or writing another book… quite possibly all at the same time.


The 2024 Women of Influence Rising Star by the Philadelphia Business Journal was bestowed by the Philadelphia Business Journal as a result exclusively based on community efforts, unrelated to the business of the firm.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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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 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.

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Marisa Litwinsky is a Managing Partner and Senior Financial Advisor with Lewis,  Litwinsky & Associates of the Princeton Group, Wells Fargo Advisors Financial Network.

Marisa began her financial services career with Merrill Lynch Wealth Management in January 2008 and joined Wells Fargo Advisors Financial Network in November 2020.

Marisa has a wealth of knowledge and experience in business. Her background is in business development, with a focus on strategic planning and in building successful client relationships. Prior to the wealth management industry, Marisa dedicated a number of years as an owner operator of her own business in Clarks Summit, PA.

Marisa holds her FINRA Series 7 and Series 66 registrations, as well as her PA Life and Health Insurance Licenses. Furthermore, Marisa holds the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning.

Marisa is an active member and has served as President of the Laurel Garden Club in Scranton. She is also an active member of the Back Mountain Bloomers Garden Club in Dallas and Past President of the Comm-Unity Club of Waverly.

Marisa is the mother of three grown sons and resides in Clarks Summit, PA.

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Lori Piazza-Timchack is an Assistant Vice President and Senior Financial Advisor who joined Wells Fargo Advisors Financial Network with Lewis, Litwinsky & Associates of the Princeton Group in 2021. Lori brings nearly 20 years of experience in the Financial Services industry to our practice.

She developed bookkeeping and business management skills from a young age, working with her Dad and managing his business. She began her career in the Financial Services industry in Operations and then moved on to a Registered Senior Client Associate at Merrill Lynch, serving clients in those roles for 17 years. She established additional experience with Raymond James Financial and Jacobi Capital Management. Lori has a strong background in client services and strengthening client relationships. She is highly organized, and her attention to detail is unparalleled. Lori holds both her Series 7 and Series 66 FINRA registrations, as well as her PA State Life & Health Insurance License.

Lori was born in New Jersey and moved to Northeastern PA in 1988. She is the proud mom of her daughter, Jessica.  Lori resides in Laflin, PA with her husband Rick. Lori is an active member of Corpus Christi Parish in West Pittston. In her spare time, she enjoys cooking, reading, gardening, spending time at the shore, and spending time with her three adorable Dachshunds. If Lori has any time free left, anyone who knows Lori will tell you she can usually be found organizing something around the office or in her home.

Chris’s extensive financial and legal education combined with years of investing experience position him well to aid his clients to protect, grow and ultimately transition their wealth.  

Early Influences  

Chris was raised in a family that values financial savvy and responsible investing. His father openly talked about the significance of saving early. He impressed upon Chris the importance of having your money work for you and the incredible impact of compounding interest. These conversations influenced his nearly lifelong fascination with investing and his decision to major in Finance. His early financial education led him intern with his uncle, Marty, who he later partnered with to grow and develop Kelly Private Wealth Management. Marty taught Chris the importance of truly partnering with his clients in order to tailor each experience to meet their varied and individual needs. 

Over his multi-decade career, Chris has earned a reputation as a calming, educated and trusted resource for his clients. It’s a reputation he strives to maintain with every client conversation and decision he makes. 

Protecting and Defending   

Chris views his main responsibility as defending his clients, their wealth, and their assets. He has helped his clients successfully navigate several market downturns. He’s learned that often the times of greatest disruption can provide the greatest opportunities. 

The skills Chris developed as an attorney shine through in multiple ways. While he no longer practices law, his extensive experience dealing with wills and estates help ensure his clients are well-prepared to deal with this crucial, emotional part of their wealth. He’s also learned how to ask probing, open-ended questions so his clients reveal the reasons behind their answers. Through critical thinking and analysis, he is often able to reverse engineer the most reasonable, risk adverse investment strategies to help his clients reach their desired financial future. 

Outside the Office  

Chris spends as much of his time as possible with his wife, Beth, and three boys, Seamus, Graham and Mitchell. In his down time, Chris can often be found golfing and skiing with his sons or on the road to root on their travelling baseball teams. He is active in his community and currently serves on the Board of Directors of the Country Club of Scranton and on the Board of Trustees of the Waverly Community House.  


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Bob is a big believer in sustainability. Just as we only have one planet, we only have one retirement. Fortunately for Bob’s clients, his near 20 years of professional financial wisdom often make a profound positive influence for that specific life stage.

Reducing While Improving  

Bob’s specialty is in providing defined contribution, defined benefit and non-qualified plan consulting services to plan sponsors and companies with the mission to help their employees.

Along the way, he applies the same principles of sustainability. In the financial sense, he helps:

• Reducing plan costs 
• Improving the customer experience
• Making investment plans operate more efficiently
• Exemplifying customer service 

This in-depth attention can be the difference between his clients being able to retire—and retiring comfortably—so Bob makes it a point to capitalize on these opportunities whenever possible.

School Is Always In Session  

Bob understands the importance of financial literacy. That’s why he strives for his clients to recognize him for pouring hours into educating.

He believes what he does sets him apart in the industry: Every year, he aims to hold three teaching sessions: Two for employees and one for employers.

He covers the basics, from budgeting and the difference between stocks and bonds, to advanced material like options trading and establishing trusts.

Second shift, third shift, it doesn’t matter. Clients may need Bob’s time, whether they know it or not. That’s why he spends most of his days reaching out, because even if they don’t know what questions they should be asking, he believes it’s his responsibility to provide answers.

Outside the Office  

Bob does his part to make the world a better place. A seasoned Army service member, he helps veterans find jobs. He also volunteers for numerous local non-profits.


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Jeff understands how one’s relationship with finances can affect their life. As a child of divorce, he saw his mother deal with many emotions when it came to money, ranging from the stress of saving to the fear of not having enough for later in life.


That experience made such an impression that he has made it his mission for nearly 30 years to help his clients—especially women—take an active, hands-on approach to building and maintaining the financial future they want. Part of that mission includes holding educational events such as Wine, Women and Wealth workshops.
 

Enjoying the Process

Jeff believes his biggest strength as a Financial Advisor is building relationships, one conversation at a time. Nothing is more important than fully knowing what matters personally—and financially—to his clients.

As part of his process, he wants his clients to clearly define their lifestyle-driven values, goals and priorities. He’ll ask: “What life objectives are you hoping to reach by building your wealth?” or “What do you want to achieve by working with me?”

The answers form the foundation of what follows.

When appropriate, Jeff prefers to invite spouses, partners or significant others to those important first conversations and subsequent reviews. Because just as the parts of an investment plan need to work together, so do the people involved.

Seeing the process develop, seeing his clients become more confident and live out their retirement based on the plans they made together brings him a great deal of joy and satisfaction.
 

Outside the Office

Jeff pays it forward in his community. He serves on many committees and organizations, including the National Association of Women Business Owners (NAWBO) Chicago Chapter Board, as Commissioner for the Northbrook Park District and as President of the Chicago Lions Charitable Organization, which includes the Chicago Lions Rugby team.

He lives in Northbrook with his wife, and they are proud to have raised three successful sons. He loves being active and won a Gold Medal representing the USA in rugby at the World Maccabiah Games in 1997.


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Michael Tursi is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at J.M.Equity Advisors of the Princeton Group who provides personalized wealth management guidance to individuals, families, and business owners through holistic, goals-based wealth management strategies. He offers experience in developing comprehensive, results-focused investment plans designed to enable clients to successfully accumulate, preserve, and transfer wealth in all types of economic environments. His areas of focus include retirement planning, estate planning strategies, wealth preservation strategies, education funding, and business advisory services.

Michael’s dedication to serving his clients allows him to make a positive difference in their lives, along with the lives of their families for generations to come. His tailored approach to wealth management combines investment planning experience and insights with detailed knowledge about his clients’ investment objectives and long-term goals, as well as their personal interests and passions.

Michael is a Chicago-native and has earned a Bachelor of Science in Psychology from Western Illinois University, a Master of Business Administration in Finance from Loyola University Chicago, as well as a Financial Planning Certificate from Northwestern University. 


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Watch Richard's video "Retirement Planning"

Watch Rick's video "Freedom & Control"

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.

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

Even the best golfer needs a swing coach! 

Gene believes there are 4 components to successful investing: Understanding how the world around you impacts your investments; developing an approach consistent with your risk tolerance; managing in pursuit of goal achievement; retaining focus while under emotional stress. Of course, one can always go it alone. However, having the added resource of an educated and experienced professional who will listen and cares about your well-being can only improve your chances of success. This is the help Gene will provide you and your family.