Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Thomas McKeon (CRD# 2261840) is an Investment Advisor Representative working at Clothier Springs Capital Management, LLC in , and has over 35 years of experience in the finance industry. He is founder, principal and Chief Investment Officer of the company.
Jeff founded Cypress Financial Planning because he had a strong desire to help individuals and families accomplish their life goals. Driven by his passion to help people understand and benefit from the financial markets, he serves as both educator and advisor. As a Certified Financial Planner, Jeff adheres to the highest ethical and financial proficiency standards in the industry.
Prior to Cypress, he worked in the Private Wealth Management Division of Goldman Sachs in Philadelphia, performing analysis and making investment recommendations for families and foundations with over $1 billion in total...
Richard Welch (Rick) (CRD# 5955239) is a Wealth Advisor and the Chief Investment Officer of Academy Wealth Advisers, LLC. I specialize in providing investment advice, portfolio management, diversification and asset allocation strategies. We are located in Bucks County, Pennsylvania, near the City of Philadelphia, and serve clients across the Mid Atlantic region. I serve the needs of many different types of clients, including soon-to-retire and retired, moderate to high net worth individuals, couples and families, businesses, trusts, private business owners and corporate executives. I personally...
Steve has over 16 years of experience in the financial services industry. His passion is empowering and educating people to work towards reaching their personal financial goals. By listening to their objectives and aspirations, he provides ethical, tailored financial advice to assist clients and help them work towards realizing their dreams of a secure retirement.
Steve earned a Bachelor of Arts degree from Temple University’s Fox School of Business with majors in Finance and Risk Management & Insurance. He holds the CFS®, CRC® and CRPC® designations and is also an Investment Adviser Representative...
Katherine Cerenzio (CRD# 2026611) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southampton, PA and has over 15 years of experience in the finance industry.