Our Team

Collaborative Support
For Enduring Success

We’re passionate about what we do, and our team members work together to provide comprehensive, attentive service. We gain a deep understanding of your financial life, so you have an entire team dedicated to serving you and supporting your goals. We are your lifelong financial partners, ready to offer personalized advice and guidance whenever you need.

Christopher Ambrosio

Christopher Ambrosio

Vice President, Real Estate

Valley Forge Private Equity

Yasmine Baroody

Yasmine Baroody

Client Service Specialist

Valley Forge Family Office

Takhmina Baykhanova

Takhmina Baykhanova

Client Service Specialist

Valley Forge Family Office

Steven Baymor

Steven Baymor

Investment Analyst

Valley Forge Investment Consultants

Heather Beckley

Heather Beckley

Office Manager

Valley Forge Financial Group

Angel D’Achille

Angel D’Achille

Client Service Specialist

Valley Forge Family Office

Jay DeGraft-Johnson

Jay DeGraft-Johnson

Client Service Specialist

Valley Forge Family Office

Gail Dewees, FPQP®

Gail Dewees, FPQP®

Relationship Manager, Investment Advisory Services

Valley Forge Investment Consultants

Abigail Dolmetsch

Abigail Dolmetsch

Relationship Manager, Plan Advisory Services

Valley Forge Investment Consultants

Julianne Emberger

Julianne Emberger

Client Service Associate

Valley Forge Life Insurance & Estate Planning

Sarah Ford

Sarah Ford

Relationship Manager, Plan Advisory Services

Valley Forge Investment Consultants

Breanna Gaffney

Breanna Gaffney

Office Coordinator

Valley Forge Financial Group

Daniel Gleason

Daniel Gleason

Vice President, Private Equity

Valley Forge Private Equity

Micah Godshall

Micah Godshall

Level 2 Accountant

Valley Forge Financial Group

Trina Menta Hanna, CPA®

Trina Menta Hanna, CPA®

Chief Operating Officer

Valley Forge Financial Group

Ryley Harper, CLU®

Ryley Harper, CLU®

Wealth Transfer Consultant

Valley Forge Life Insurance & Estate Planning

Jonathan Harrison

Jonathan Harrison

Vice President, Family Office

Valley Forge Family Office

Sean Hess

Sean Hess

Relationship Manager, Plan Advisory Services

Valley Forge Investment Consultants

Rachel E. Kalivas, CFP®, AIF®

Rachel E. Kalivas, CFP®, AIF®

Investment Advisor

Valley Forge Investment Consultants

Emily Kavash

Emily Kavash

Relationship Manager, Wealth Transfer

Valley Forge Life Insurance & Estate Planning

Brett D. Keller, AIF®

Brett D. Keller, AIF®

Investment Advisor

Valley Forge Investment Consultants

Nicole Kelly, AIF®

Nicole Kelly, AIF®

Investment Advisor

Valley Forge Investment Consultants

Connor Kenny, CFA

Connor Kenny, CFA

Head of Investments & Trading

Valley Forge Investment Consultants

Tyler Kingsbury

Tyler Kingsbury

Associate Advisor

Valley Forge Investment Consultants

Patrick Lannon

Patrick Lannon

Chief Complance Officer

Valley Forge Financial Group

Patrick Laphen

Patrick Laphen

President

Valley Forge Financial Group

Michael J. Maher, Jr.

Michael J. Maher, Jr.

CEO/Chair

Valley Forge Investment Consultants

Sean Maher, CLU®, ChFC®

Sean Maher, CLU®, ChFC®

Managing Director/Vice Chair

Valley Forge Financial Group

Michael G. Mallick, CLU®, ChFC®

Michael G. Mallick, CLU®, ChFC®

Managing Director

Valley Forge Private Equity

Mason Malozzi, WMS

Mason Malozzi, WMS

Associate Advisor

Valley Forge Life Insurance & Estate Planning

Michelle Max

Michelle Max

Client Service Specialist

Valley Forge Family Office

Kieran McLaughlin, CLU®

Kieran McLaughlin, CLU®

Vice President of Wealth Transfer

Valley Forge Life Insurance & Estate Planning

Edward J. McNicholas, AIF®, CRPC®, CRPS®

Edward J. McNicholas, AIF®, CRPC®, CRPS®

Investment Advisor

Valley Forge Investment Consultants

Cameron Miller

Cameron Miller

Investment Analyst

Valley Forge Investment Consultants

Stephen T. Mumford, Jr., CFP®, AIF®

Stephen T. Mumford, Jr., CFP®, AIF®

Managing Director

Valley Forge Investment Consultants

Chris Paolone, CPA

Chris Paolone, CPA

Operations Manager

Valley Forge Private Equity

Lisa G. Pileggi, CPA

Lisa G. Pileggi, CPA

Director

Valley Forge Family Office

Jerran Roberts

Jerran Roberts

Client Service Specialist

Valley Forge Family Office

Brendan Tate

Brendan Tate

Associate Advisor

Valley Forge Investment Consultants

Jennifer Vallone, FPQP®

Jennifer Vallone, FPQP®

Relationship Manager, Investment Advisory Services

Valley Forge Investment Consultants

Jacqueline Vilbert

Jacqueline Vilbert

Legal

Valley Forge Life Insurance & Estate Planning

Kim Wolf

Kim Wolf

Team Manager

Valley Forge Family Office