Glen Reyburn, NMLS #663174
Glen Reyburn collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2015.
Lisa Chorlton, NMLS #519163
Lisa Chorlton collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2016.
Judith Aaron, NMLS #516032
Judy Aaron collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2017.
Steven Kochie, NMLS #721499
Steve Kochie collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2017.
John Ventura, NMLS #792910
John Ventura collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2021.
Kristen Katz, NMLS #229545
Kristen Katz collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2023.
Dana Hinton, NMLS #1774955
Dana Hinton collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2023.
Timothy Fisk
Tim Fisk collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2024.
John Heiser, NMLS #783273
John Heiser collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2024.
Cheryl Vaughan, NMLS #732568
Cheryl Vaughan collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2003.
Andrea Kelly, NMLS #745818
Andrea Kelly collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2024.
Herbert Matter, NMLS #732626
Herb Matter collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2003.
Julien Franklin, CAP®
Julien Franklin collaborates with Endowment, Foundation, and Charitable Clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2024.
Susan M. Bull, CTFA, CFP®
Susan is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 2023.
Suzanne McManus
Suzanne McManus oversees the management and administration of trusts and estates. She joined the company in 2024.
Jeff Christmann
Jeff Christmann serves as the Director of Tax Services where he leads a cross-functional team of tax professionals, including managers, external vendors, and preparers. He joined the company in 2023.
Heather Weinhold
Heather oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2024.
Anthony Lunger, CTFA
Anthony Lunger leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2024.
Mark Gerstenschlager
Mark Gerstenschlager is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2024.
Seane Baylor, CTFA
Seane Baylor provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2024.
Pamela Opalach
Pamela Opalach provides operational support including onboarding, account maintenance, reporting, and customer service. She joined the company in 2024.
Christopher Freddo
Christopher Freddo collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Gordon “Hayes” Glanden
Hayes Glanden focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Brandon McFadden CWS®, AIF®, MBA
Brandon leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2025.
Paul C. McClatchy, Jr., MBA, CFP®
Paul McClatchy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Jim Fisher, MBA
Jim Fisher collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2025.
Caroline C. Lee
Caroline Lee leads research initiatives that inform the firm’s asset allocation strategy. She analyzes macroeconomic trends, market conditions and investment opportunities to provide insight that guide portfolio construction and risk management. Caroline joined the company in 2025.
Bill Shelton, NMLS #587027
Bill Shelton collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2025.
Michael Holland, CFA®
Michael Holland is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2025.
Edwin Lopez, NMLS #748052
Edwin Lopez collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2025.
Ivan Shabalov, CFA®, CAIA®
Ivan is a seasoned investment professional with over twenty years of industry experience. His core expertise lies in manager selection across asset classes, with a focus on alternative investments. He joined the company in 2025.
Kelly Copp Kelly, CFP®, CMFC®, CRPC®
Kelly Copp Kelly collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. She joined the company in 2025.
Ashley Williamson
Ashley Williamson is the AVP, Integrated Communications Manager at WSFS Bank. She has nearly a decade of experience in external communication. With a background in journalism, she is an Emmy-winning strategic storyteller. She holds a Bachelor of Arts in Multimedia Journalism and a Bachelor of Science in Sociology from Virginia Tech.
Nora Sarkahian, NMLS #704269
Nora Sarkahian supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2007.
Kyle Ciber, NMLS #2684866
Kyle Ciber focuses on delivering tailored financial solutions and a high standard of client service to support comprehensive wealth management strategies. He joined the company in 2023.
Dustin McCabe, NMLS #1556205
Dustin McCabe supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. He joined the company in 2016.
Cynthia Dowd, NMLS #1865946
Cynthia Dowd supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2010.
Nancy Martin, NMLS #1262657
Nancy Martin supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2014.
Bridget Sewell, NMLS #2186678
Bridget Sewell supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2021.
Tricia Nowocin, NMLS #732639
Tricia Nowocin supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2003.
Malcolm Brown, NMLS #1865971
Malcolm Brown supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. He joined the company in 1999.
Oonagh Dixon, NMLS #1151624
Oonagh Dixon supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2012.
Steve Dunn, MBA
Steven Dunn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2009.
Frank Lorine
Frank Lorine focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Kevin Dolan
Kevin Dolan focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Thomas Keefer
Thomas Keefer focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Drew Venit
Drew Venit focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Roshni Rao
Roshni Rao oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.
