Center Valley, PA
Meet Our Advisory Team
Our Center Valley Advisory Team
Managing Directors
Jill Steinberg, CDFA®, MBA
Partner, Managing Director
Wealth Advisors
Alisa Garnek, CFP®, CDFA®, IRMAACP, MSTFP, NSSA®
Associate Director, Financial Planning
Jeremiah Keating
Associate Wealth Advisor
Justin Josephs, CFP®, TPCP®
Wealth Advisor
Kate Hickey, CFP®
Wealth Advisor
Kelley O'Brien, CFP®, CPA
Wealth Advisor
Michael Gonzalez, CFP®
Wealth Advisor
Philip Malitas
Associate Wealth Advisor
Rebecca Thompson, CFP®
Wealth Advisor
Client Service and Operations
Isa Castillo
Office Management Associate
Mariah Back
Senior Associate, Client Service
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Center Valley team if we can be of service.
*Client Meeting Location – By Appointment Only
This location is intended solely for client convenience and meeting purposes. It is not a staffed office, and no employees are based here. In-person meetings are available by appointment only.