WHARTON WEALTH MANAGEMENT - Key Persons
Job Titles:
- Corporate Benefits Consultant
As a Corporate Benefits Advisor, Dave works closely with our Small Company clients specializing in their employee benefit consulting. His expertise also covers small company retirement plans (401k, SIRA, etc.). Dave has been with WBG since 2007 after a couple of years working at a Fortune 500 Benefits Consulting giant. Dave also is responsible for the growth of our financial planning practice through referrals from our satisfied clients and outside professional advisors.
Since Dave has been on board, our Group Department has grown exponentially.
Dave was raised in Broomall and earned a Bachelor's Degree from Penn State University. Dave holds Insurance licenses in Life/Health and Property and Casualty lines. Dave also holds his Series 7 License as well as Series 63 Securities License. Dave currently lives in West Chester with his wife Lisa and their children Alex, Sophia and Elliana. Dave is the Head Football Coach at Malvern Preparatory School in Malvern, PA.
Job Titles:
- Vice President of Group Benefits
Gerard is a recent addition to Wharton Benefits Group. Prior to Wharton Benefits, Gerard was a principal and founding member of Centurion Benefits which was acquired by Marsh McLennan in 2019.
With over 15 years of experience Gerard is a proven insurance professional focused on his client's and prospective client's needs in a difficult environment. As a Senior Benefits Consultant Gerard specializes in client management and new business production. Gerard's focus is on small and middle market employers, offering them high-end consulting focused on long term strategy and cost savings through alternative funding mechanisms.
Gerard was raised in Newtown Square, PA and earned his undergraduate degree from The University of Pennsylvania. He currently resides in Jeffersonville, PA with his wife Danielle and two daughters, Ava and Colette. He enjoys time with his family and a good competitive round of golf.
As the Operations Manager, Janet works closely with all team members to ensure smooth operations and consistent client service. Janet oversees coordination and implementation of firm projects as well as establishes rules and standards for business operations. In addition to overseeing daily activities, Janet is responsible for the preparation of client reviews & meetings, regulatory compliance, personnel and the day to day operations of the business. Janet has been a part of Rob's team since 1993 and has gained valuable industry knowledge and experience in that time.
Janet lives in Perkiomenville and enjoys spending time with her husband, Ivan and their children, Eliza, Evelyn and Ivan Jr.
Job Titles:
- Customer Service Specialist
As Customer Service Specialist, Julia is responsible for processing and organizing business documents as well as making any necessary updates to client information. Julia happily interacts with clients and venders daily, and works hard to accommodate everyone. Julia's positive personality and talent for organization makes her a great asset to the team.
Julia attended Merion Mercy High School and upon graduation furthered her education at Immaculata University. When not working, Julia enjoys spending time with her family and friends.
Kim grew up in Newtown Square, PA and earned her MBA from Villanova University. She currently lives in Downingtown, PA with her husband, Bryan. Kim enjoys walking, gardening, traveling and spending time in Charleston, SC with her daughter, Alex.
Job Titles:
- Account Manager
- Senior Account Executive
Nancy is a versatile Account Manager and client advocate with over 20 years' experience in the Health Insurance industry. Nancy's unique and wide-ranging skill set has enabled her to successfully contribute in a variety of roles, including unparalleled customer service, client relationship management, insurance carrier liaison, claim resolution specialist, quoting and Benefit expert.
Nancy is responsible for all aspects of making your Group or Individual Health plan, 401K, STD, LTD and Group Life purchasing experience and ongoing management of such an effortless, positive experience.
Nancy grew up in West Chester and attended Temple University after graduating from East High School. She currently resides in West Chester with her two amazing sons, Dylan and David.
Job Titles:
- Consultant
- President
- Chartered Financial Consultant
President of Wharton Wealth Management LLC. Has been assisting individuals and business owners with their wealth accumulation and planning efforts for over thirty years. His practice is focused on working with those people who place a high value on delegating their financial decisions to a competent, trustworthy professional. Clients are attracted to Rob's ability to take a complex situation and give his clients what they want most; a financial strategy that fits their values, their goals, and their desired lifestyle. As a fiduciary for his clients Rob fulfills this responsibility through:
Loyalty
Care
Integrity
Full Disclosure
Obedience
Diversification of Investments
Rob is a Chartered Financial Consultant (ChFC). Throughout his years as a consultant Rob has developed an expertise, with regard to Income Distribution planning for those approaching retirement age and settling into their retirement years. His completed coursework at The American College, includes courses on; Income Taxation, Fundamentals of Estate Planning, as well as Financial Decision Making at Retirement. He is a Registered Representative with FSC Securities Corp, a RIA and a Registered Principal.
Rob was raised in Broomall, PA and attended Cardinal O'Hara High School in Springfield, PA. He graduated with a bachelor's degree in Accounting from Villanova University and began his career as an associate with a prominent planning firm in Bala Cynwyd. He currently lives in West Chester with his wife Annmarie and their four children. Rob is an avid golfer even though he has a swing that resembles Charles Barkley's. Rob and his family spend a good part of their summers in the tropical paradise, also known as Sea Isle City, NJ.
Sopy was raised in Annville and earned a Bachelor's Degree from Millersville University. She currently lives in Lancaster and enjoys traveling and spending time with her husband, family, and friends.
Job Titles:
- Vice President of Group Benefits
Vince was raised in Wallingford, PA and earned a BS in Business Administration from the Villanova School of Commerce and Finance. He currently resides in Rose Valley, PA with his wife Kelly and their children, Nicolas, Annie and Tessa. Vince enjoys playing golf and watching his children's sporting events in his spare time.