CALIFORNIA CONSUMER - Key Persons
Born and raised in Bucks County, Pennsylvania, Allen attended The Pennsylvania State University where he graduated with a Bachelor of Science degree in 1987. For 18 years Allen managed his family's business until he moved to Orwigsburg, Pennsylvania in 2006 to purchase and operate a business of his own. After a fruitful 15 years as an entrepreneur, he set his sights on a career change - which led to his joining Advisemint Financial Partners in 2020. He currently hold his Series 7 and Series 66 through LPL Financial securities licenses, as well as Life, Accident, and Health Insurance licenses.
Bridget joined Waddell & Reed in November 2015 as a Branch Administrative Assistant and began working for AdviseMint Financial Partners in early 2019. She has a bachelor's degree in Psychology from Pennsylvania State University.
She was born and raised in Schuylkill County and lives in Saint Clair with her Fiancé. She enjoys spending time with her family, traveling and being outdoors.
Lori has an unwavering commitment to her clients and is guided by a profound appreciation for the trust that binds each of these client relationships. As an independent financial advisor, she collaborates with each client in strategizing steps toward pursuing their long-term objectives in all stages of life, standing beside them as they navigate through each phase to pursue their financial goals.
Lori earned her CERTIFIED FINANCIAL PLANNER™ mark in 1995 and started her financial advising career with Waddell & Reed, Inc. in November of 2000. She obtained her Series 7 and 63 Licenses held through LPL Financial, as well as Life, Accident, and Health Insurance Licenses.
Emily is committed to building collaborative relationships with her clients and personalizing plans to pursue their long-term goals and objectives throughout all stages of life. She is guided by sincere appreciation for her clients' trust and stands ready to guide them as they navigate through each phase in the pursuit of their financial goals.
Emily received her CPFA and started her Financial Advisor career with Waddell & Reed in 2005 after many years of working with businesses and organizations, managing their retirement plans. She currently holds the Series 6 and Series 65 licenses through LPL Financial, as well as Life, Accident, and Health Insurance Licenses.
Francesco Mercuri began working at Waddell & Reed, Inc. in October of 2017, before which, he was the Chief Operating Officer at CACL Federal Credit Union. He now holds his CERTIFIED FINANCIAL PLANNER™ mark, Series 7 and Series 66 Licenses through LPL Financial and his Life, Accident, and Health Insurance Licenses. Active in the community, Francesco is the President of the Pottsville Area Development Corporation, a board member of the Schuylkill Chamber of Commerce, a board member of Schuylkill Women in Crisis, and a board member of the Schuylkill Young Professionals, and graduated the Schuylkill Leadership class in 2016. He is a 2012 graduate of the University of Pittsburgh with a Bachelor of Science degree in Actuarial Mathematics.
Kimberly just joined our team as a part-time Administrative Assistant. She brings many years of reception and administrative experience, focusing on providing the best customer care possible.
She lives in Dauphin County with her husband and loves spending time with her two sons and their families, especially her first and favorite granddaughter. Traveling, gardening and just being outdoors are her passions.
Tyler began his career at Waddell & Reed over 5 years ago and now holds the CERTIFIED FINANCIAL PLANNER™ mark, his Series 7 and Series 66 Licenses through LPL Financial, as well as, Life, Accident, and Health Insurance Licenses. He believes that financial health isn't defined by large moments, but rather by developing good habits that you can carry through each day.
He is an active member in the community, a member of the Schuylkill Young Professionals, the Schuylkill Chamber of Commerce, and the Pottsville Business Association. He graduated from The University of Pittsburgh with a Bachelor's degree in History.