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
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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April 14, 2025
Retired Public Employee? You May Qualify for Retroactive Social Security Benefits
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.
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April 10, 2025
Quarterly Outlook: Slower Growth Expected Amid Shifting Trade Policies
The U.S. economy shows early signs of slowing in 2025 as uncertain trade policy rattled markets in the first quarter and into early April. Our Quarterly Outlook explores what may be ahead for markets and the economy.
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April 03, 2025
Market Update: The Trump Tariff Strategy
In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.
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