BALA FINANCIAL GROUP - Key Persons
Anthony is a resource for people who are looking to achieve their financial goals while still protecting their families. He concentrates on helping families design insurance strategies to help ensure stability, implementing college savings strategies for the next generation and retirement solutions for those nearing or already in their golden years.
Anthony graduated from Towson University in Maryland, with a Bachelor's Degree in Finance and has been a Registered Representative since 1999. Originally from Baltimore, he moved to the Philadelphia area in 1999 where he now lives with his wife, Colleen and their two daughters.
Christopher Mitchell joined Bala Financial Group in 2016 and has over 18 years of experience in the Financial Services Industry. Prior to joining Bala Financial Group, Chris was a Financial Advisor and Operations Manager for a financial advisory practice with Ameriprise. In addition, Chris spent a decade serving Vanguard's clients mostly in their Ultra High Net Worth client division.
Derrick is a very passionate and enthusiastic planner dedicated to providing relevant advice built around you. From a young age, after speaking with his great grandfather who immigrated from Italy, Derrick decided that he wanted to devote himself to helping others achieve financial stability for their families. With experience in portfolio management, trust and estate planning, insurance and risk protection, as well as specializing in employer sponsored plans/unique business owner needs, he will continue to provide the expertise you and your family need to achieve your financial goals.
Outside the office, Derrick enjoys being outside golfing, playing hockey and cooking for his family and friends. He is an avid Eagles and Flyers fan as well as supporting all Philadelphia teams on their quest to win a championship. He also loves spending time with his family, especially his godson Dominic who is 4 and niece Scarlett who is 6.
Job Titles:
- Managing Partner
- Managing Partner and Investment Financial Advisor
For over thirty years David has provided clients strategic guidance by taking a holistic planning approach. He believes it is important to champion for each and every client, focusing on their individual hopes, needs and desires. While David and his team assist clients at every stage of life, their focus continues to be retirement planning and creating sustainable income strategies for those nearing or in retirement.
David has a BA in Economics from Drew University in Madison, New Jersey and holds the professional ChFC®, Chartered Financial Consultant, designation from The American College in Bryn Mawr, Pennsylvania. He has received numerous awards of recognition for professional service over many years, including Signator's ACE Award, (Achieving Client Excellence), and has been inducted into the prestigious Signator Hall of Fame.
David considers his greatest accomplishment to be convincing his lovely wife, Karen, to marry him in 1984. Together they have raised three beautiful kids and have launched them to successful adulthood. David and Karen reside in Moorestown, New Jersey and remain committed to ministry leadership and community service. David also enjoys golf, pickleball, reading, exercising and traveling with his family.
Job Titles:
- Investment Financial Advisor
Bill is an Investment Advisor Representative with over 30 years of experience in the financial Industry. He is dedicated to establishing long-term relationships with his clients based on trust, honesty and integrity. His background as a CPA provides a unique perspective when helping clients attain their goals and objectives.
Bill lives in Egg Harbor Twp with his wife Sue, and they both enjoy summers in Ocean City, NJ as well as travel and the outdoors.
Job Titles:
- Managing Partner
- Managing Partner and Investment Financial Advisor
Molly has worked in the financial services industry since 2017 gaining experience in both brokerage client relations and retirement income strategies. She brings insight, skills and a well-rounded perspective to our retirement resource team.
Molly graduated Magna Cum Laude with a B.A in Economic Development with a Business emphasis from Messiah University, where she was a member of the American Enterprise Institute in Washington, D.C. Molly has completed her Retirement Income Certified Professional (RICP ®) designation with the American College in Bryn Mawr, Pennsylvania.
Molly resides in Moorestown, NJ with her husband Sam. She is working on taking up the game of golf in hopes of beating Sam soon. She also enjoys Peloton workouts, the beach and traveling with her family.
I've dedicated my life to financial advising for the sole purpose of helping others achieve their dreams. Growing up in a suburb right outside of Pittsburgh, I, like many other millennials, was never taught how to be financially literate by my school district. However, I was lucky enough to have a mother who made it her mission to teach me the most important lessons in life. She made me file my taxes, encouraged me to save my money, and educated me on being responsible with a credit card.
After moving to the opposite side of the state and earning my bachelor of business administration in finance from Temple University, I've learned that many of my peers haven't had the same guidance/opportunities/luck that I've had. And nowadays, with the skyrocketing costs of tuition, an opportunistic health care system, and increasingly unaffordable housing, having a smart and accessible team in your corner is more important than ever. That's why I've spent the last three years working with hundreds of different clients, guiding them today to help them reach where they want to be tomorrow. As your financial advisor, I take the time to get to know you, your life, and your goals so you can worry about one less thing.
Sean has helped his clients through all chapters of their lives. Whether they are newly married, having a child, changing jobs, seeking wealth management advice after an inheritance or planning for retirement, Sean spends as much time as is necessary helping to craft strategies which address their unique needs.
Sean received his B.A. in Business Administration from Rowan University and holds his Series 6, 63 and 65 licenses. Attending industry conferences and seminars is a priority for him, as he is committed to offering his clients only the most sound advice in regards to changing financial markets and regulations.
Job Titles:
- Client Relationship Manager
Job Titles:
- Client Relationship Manager
Bill is a native of Maryland where he graduated from Western Maryland College (McDaniel College) with a Bachelor's degree in 1996 with a concentration in Mathematics. He started his career in May of 1996. Since then, he has obtained his Chartered Life Underwriter designation from the American College.
Bill maintains his practice in Devon, PA where he assists individuals, families and business owners who are looking for creative solutions to help meet their financial goals. His firm's name is Bala Financial Group. Bala Financial Group prides itself in being a "Retirement Resource Center" and Bill's clients utilize his experience as a resource when considering how to navigate their financial future.