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


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Your Wyomissing Team
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Chiara Sockel Renninger
CFP®
Wealth Advisor
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Scott Worley
CFP®
Wealth Advisor
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Brad Brisan
CFP®
Wealth Advisor
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Sean McGinn
Associate Wealth Advisor
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Andrew Urban
CFP®
Associate Wealth Advisor
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Michael Heiser
CFP®, CRPC®
Associate Wealth Advisor
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Matt Spezialetti
CFA®, CFP®
Manager, Advisory Team Leadership
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Debbie Ackelson
Client Relationship Specialist
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Miné Weaver
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the article -
May 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article -
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article