Your Team – Get To Know Your Financial Partners
Steve has often been called on nationally to do media broadcasts, guiding small business owners and individuals in the areas of wealth planning, investment management and lifestyle coaching, with appearances on Fox Business, CNN and CBS Radio. Steve has also contributed to TheStreet.com, Forbes.com and Newsmax. Additionally, Steve teaches at his alma mater, Temple University.
In his free time he enjoys boating, outdoor activities and spending time with his wife, five children and three dogs.
Jim graduated Cum Laude from the Wharton School at the University of Pennsylvania and is an active member of the AICPA and PICPA. With his wife, four married children and twelve grandchildren (so far), Jim is a dedicated family man.
Jim adds value with his experience and understanding by bridging the communication gap between your tax professional and your financial plan. You can count on Jim to be a good listener and then provide solid, reliable advice. Jim is truly committed to helping you and your family thrive in today’s challenging financial environment.
Upon graduation from Ursinus College, Gil worked in the Corporate Finance and Strategic Planning Departments of Fidelity Bank in Philadelphia. For the 15 years prior to joining CFN, he was a Senior Manager of Corporate Financial Services at Vanguard.
Gil and his wife Kathy have a passion for supporting families with special needs. Gil serves on multiple committees at Bancroft, a nonprofit provider of specialized services for individuals with intellectual or developmental disabilities. Additionally, Gil enjoys spending time at the shore with his wife and family, traveling, and engaging in a variety of outdoor activities.
Steve graduated Cum Laude from Colgate University and holds CLU® & ChFC® designations as well.
As an active individual, Steve enjoys exercising and gardening. He also enjoys spending time with his wife, two children, and the family pet, Steve the cat.
Larry attended Berklee College of Music, C.W.Post University, and Windham College. He holds the Accredited Wealth Management Advisor™ designation, which allows him to serve clients in the areas of wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.
An avid musician, Larry is a guitarist in a local jazz band. When he isn’t pursuing his passion for music, Larry enjoys spending time with his four children and five grandchildren, going to the gym, Philadelphia sports and solving Sudoku puzzles.
Tim graduated from Bloomsburg University with a Bachelor’s Degree in Accounting and is an active member of the PICPA. During football season, Tim spends weekends as a registered P.I.A.A. High School Football Official and is a member of the Norristown Chapter of Football Officials.
Tim enjoys traveling and coaching his son’s youth sports organizations (Whitpain Recreation Association and Ambler Whitpain Trojans), and watching Philadelphia’s professional sports teams. Tim, with his wife Meredith and two sons, reside in Blue Bell, PA.
In her free time, Carolyn enjoys going to the shore and spending time with her four children and her two grand-daughters. Additionally, Carolyn loves music and brings a fun and light-hearted atmosphere to the CFN office.
Ryan received a bachelor’s degree from Temple University in Philadelphia, where he studied Finance at Temple’s Fox School of Business. Upon graduation Ryan began working with Highland Capital Brokerage. During that time, he gained extensive life insurance product knowledge as well as professional customer service experience. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation on his way to becoming a financial advisor.
Along with playing hockey and spending time with his friends and family, Ryan is a season ticket holder for Temple University’s basketball and football teams and enjoys every game with his father. Go Owls!