Wyomissing
Proudly Serving Pennsylvania
Wyomissing
1210 Broadcasting Rd
Suite 101
Wyomissing, PA 19610


Your Wyomissing Team
Chiara Sockel Renninger
CFP®
Wealth Advisor
Scott Worley
CFP®
Wealth Advisor
Brad Brisan
CFP®
Wealth Advisor
Sean McGinn
Associate Wealth Advisor
Andrew Urban
CFP®
Associate Wealth Advisor
Michael Heiser
CFP®, CRPC®
Associate Wealth Advisor
Matt Spezialetti
CFA®, CFP®
Director, Advisory Leadership Team
Debbie Ackelson
Client Relationship Specialist
Miné Weaver
Client Relationship Specialist
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Enjoy some of our latest resources
July 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the articleJuly 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
Read the article