JEFFREY C. SIMON - Key Persons
Job Titles:
- Branch Manager
- Financial Advisor
Job Titles:
- Financial Advisor
- Vice President
- CRPC®, CRPS® - Vice President, Financial Advisor
Job Titles:
- Senior Registered Account Administrator
Job Titles:
- Financial Advisor
- Vice President
- CFP® - Vice President, Financial Advisor
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.
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.
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.
Job Titles:
- CFP® - Senior Financial Advisor
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.
Job Titles:
- Managing Partner / Senior Financial Advisor
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.
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.
Job Titles:
- Registered Senior Administrative Assistant
Job Titles:
- Assistant Vice President, Senior Financial Advisor
Job Titles:
- Financial Advisor
- Vice President
So, if you see a headline that causes concern, want to explore something more deeply or just want an answer to something that's stumping you… let us know!
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.
And you might just see us dining out on Frankford Avenue, training for the Philadelphia Marathon or screaming for the Eagles on Sundays during the fall! (Yes, we love working and living here.
Job Titles:
- CFP®, CPM® - Managing Director
Job Titles:
- Partner
- Partner and CERTIFIED FINANCIAL PLANNER
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.
Job Titles:
- Financial Advisor
- Vice President
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.
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.
Job Titles:
- Owner
- President
- Certified Investment Management Analyst
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.
Job Titles:
- Commissioner of the Pennsylvania Historical
- Managing Principal and PIM Portfolio Manager
Bill Lewis is a Managing Principal and PIM Portfolio 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 CounselorTM 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.