Teamwork

As an experienced CERTIFIED FINANCIAL PLANNER™ practitioner, Richard is qualified to take the mystery out of complex financial issues. He helps provide creative options so that you can make informed decisions for you, your...

Paul joined our team in the summer of 2017. Previously working in a few different industries; accounting, marketing and sales. Paul studied finance at Salisbury University and graduated in 2011. While...

As the office manager, Barbara manages the client database, prepares paperwork for meetings, prepares and submits client applications for investments and insurance, submits and tracks incoming checks, resolves issues with the home...

Kelly graduated from the University of Delaware with a BS in Finance and a minor in Economics. After graduation, she obtained Series 7 and Series 63 securities licenses and spent the next six years at Legg Mason Wood Walker, Inc. where...

Christine Zawrotuk joined Phronesis Wealth Management in 2022 as our Marketing Associate. Originally from the Pittsburgh area (we won’t hold that against her), she has a Bachelor of Science Degree in Communication and started her career...