Rachel consults with corporate clients on the effectiveness and efficiency of qualified retirement plans. She works closely with plan sponsors to enhance plan design, educate participants and measure the success of the plan on an ongoing basis. Rachel offers high level service and solutions to ensure corporations and participants are maximizing their retirement plan benefits.
Rachel graduated magna cum laude with a B.S. in Finance from The Pennsylvania State University. She is CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® professional designation. Rachel holds Series 7 and 66 securities licenses with the Financial Industry Regulatory Authority (FINRA).
Rachel currently lives in Conshohocken, PA. She enjoys running, cycling, outdoor sports and painting in her spare time.
Steve assists individual and institutional investment clients with the initial design and on-going monitoring of their investment programs. With a focus on defined contribution retirement plans, Steve helps privately-held companies maximize their retirement plan benefits at both the corporate and employee level through effective plan design, fiduciary investment reviews and meaningful employee education.
Steve earned a B.S. in Business Administration from Gwynedd-Mercy College (now Gwynedd Mercy University), where he currently serves on the School of Business Advisory Board, and a M.S. in Financial Services from St. Joseph’s University. He is a Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®) and holds Series 6, 22, 63 and 65 licenses with the Financial Industry Regulatory Authority (FINRA).
Steve, his wife Cindy, and their daughter live in Worcester, PA. Outside of the office, Steve enjoys spending time with friends and family, golf and supporting the Philadelphia Union.
Trina is the Controller of the Valley Forge Companies and is responsible for providing financial services including reporting oversight, record keeping, insurance management and treasury. Prior to serving as Controller, Trina was the Vice President of Valley Forge Private Equity and Valley Forge Family Office from 2012 to 2018.
Trina received a B.S. in Business Administration with a concentration in Accounting, from Widener University and was the Valedictorian of her graduating class. Trina is also a licensed Certified Public Accountant (CPA) since 2014.
When Trina is not assisting clients and employees, she enjoys spending time with her family, especially at the beach.
Ed has over 25 years of experience and specializes in the areas of qualified plan design, compliance, investment advisory, employee communication and retirement planning. He works closely with business owners, chief financial officers, human resources managers and their employees in the areas of retirement savings accumulation, investment management & asset allocation and income & distribution planning.
Ed is a graduate of Philadelphia University (B.S in Finance & Economics). He obtained a Masters in Business Administration (M.B.A) from St. Joseph’s University. Ed’s other designations include Accredited Investment Fiduciary (AIF®), Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®). An active member of the American Society of Pension Professionals & Actuaries (ASPPA) since 1992, he also holds their designation of Qualified Pension Administrator (QPA). His licenses include Series 7, 63 and 65 with the Financial Industry Regulatory Authority (FINRA).
Ed resides in Ambler, PA with his wife Megan and their three children.
Kieran advises owners of privately held businesses, high net worth families and their advisory teams in the areas of life insurance, estate planning and business succession.
Kieran earned a B.A. in Business Administration from Lycoming College where he was also a member of the men’s lacrosse team. He holds FINRA Series 6, 22 and 63 licenses as well as PA Life and Health licenses. He is currently enrolled in Chartered Life Underwriter (CLU) program at the American College of Financial Services. Kieran is a member of the Chester County Estate Planning Council and currently serves on the Board of Directors of Miss Betty’s Day Camp in Chester Springs, PA.
In his free time he enjoys the outdoors and spending time with friends and family.
CA License #2125328
Charlie specializes in assisting high net worth individuals meet their investment goals. In designing investment portfolios for his clients, Charlie utilizes over four decades of real-life experience in the industry. Charlie began his investment career with Girard Trust in Philadelphia and has been with Valley Forge Financial Group since 1997.
Charlie earned his B.A. from Ohio Wesleyan University and received an MBA from The University of Virginia’s Colgate Darden School of Business Administration. He currently holds FINRA Series 6, 24, 63, and 65 securities licenses.
When not in the office Charlie enjoys the outdoors and a good round of golf.
Nicole specializes in assisting our corporate clients in efficient qualified plan design, compliance issues and employee communication. She works closely with Plan Sponsors and their advisors to offer a high touch and personalized approach to the administration of their retirement plan. Nicole has over 15 years of experience in the retirement plan industry and enjoys helping Plan Sponsors and their employees reach their goals.
Nicole graduated from University of Delaware earning a degree in Business Administration. She lives in Douglassville with her husband and two children. She enjoys spending time with her family and friends, golfing, reading, sports and anything outdoors.
Since joining Valley Forge Financial Group in 2002, Brett advises both high-net worth individuals and families as well as corporate and institutional investors. He primarily focuses on personal investment advisory services and corporate qualified-retirement-plan analysis and guidance, while also aiding foundations and endowments with investment allocation, holdings, and investment policy.
Brett graduated from the Villanova School of Business earning a B.S. in Business Administration, majoring in Finance. He holds FINRA Series 7 and Series 66 securities licenses, along with a Life Insurance & Annuity license.
Brett lives in Gladwyne, PA with his wife Jessica along with their son and daughter. He enjoys hiking and the outdoors, sports, and visiting with his family and friends.
Luci has been a part of the Valley Forge Pension Management team since 1999. She specializes in assisting our corporate clients in efficient qualified plan design, compliance issues and employee communication. She and her team work closely with their Plan Sponsors to offer a high touch and personalized approach to the administration of their retirement plan.
Luci graduated from The Pennsylvania State University earning a degree in Health Planning and Administration.
Luci lives in Danville, PA on a family farm with her husband John, and two children. In her spare time she volunteers her time with the Warrior Run Women’s Club and her church. She also enjoys traveling and spending time with family and friends.
Judi joined Valley Forge Financial Group in 2018 and brings with her more than 20 years experience in Human Resources. She graduated from Kutztown University with a BS in Elementary Education/Early Childhood Education. She then obtained her Society of Human Resources Management (SHRM) Certification from Villanova University.
Judi lives in Ft. Washington, PA with her husband Jake. When not in the office or traveling, you will find her running or gardening or with family and friends.
Mike joined Valley Forge Financial Group in 2009, specializing in estate planning, life insurance consulting, business succession and executive benefits. Previously, Mike held several financial management roles at General Electric and WP Realty, a shopping center redevelopment company. His articles have been published in the Philadelphia Estate Planning Council Newsletter and he has been a featured speaker at the annual meeting of the American Society of Retinal Specialists and the Strategic Investor Alliance in Philadelphia.
Mike graduated magna cum laude with a B.S. in Finance from Boston University and is a graduate of General Electric’s Financial Management Program. He also holds Life and Health Insurance licenses, FINRA Series 6, 22, 63 licenses, and maintains the Chartered Life Underwriter (CLU®) designation.
Mike, his wife Jenny, and three children reside in Havertown, PA. He is an avid runner and tri-athlete and enjoys competing in several races throughout the year. Mike currently serves on the Board of Directors and Finance Committee for the Malvern Retreat House.
CA license #0H37709
With his strong analytical background, Mike assists business owners and affluent families manage their wealth, advises corporations on the planning, design and oversight of their Qualified Retirement Programs, and facilitates investment programs for foundations and endowments.
Mike earned a B.S. in Business Administration and Management from the University of North Carolina at Wilmington. Mike holds Series 7, 24, 51, 63 and 65 licenses with the Financial Industry Regulatory Authority (FINRA).
A past chairman of the Pennsylvania Chapter of the Young Presidents Organization, Mike, his wife Robyn, and their four sons reside in Chester Springs, PA. Mike volunteers his time with several worthy organizations including Family Lives On, St. Elizabeth Parish, Glenmoore Eagle Little League and the Sisters of Notre Dame. He enjoys family time, coaching youth sports, fishing and the outdoors.
Sean consults with high net worth business owners and entrepreneurs to optimize life insurance within their comprehensive financial plan. Since 1996, Sean has helped clients coordinate with their advisors on estate planning, business succession, and charitable planning projects. His articles have been published in the leading financial press, including Trust and Estates, The Journal of Financial Planning, and National Underwriter. Sean has also served as a speaker for the Pennsylvania Bar Institute and The Planned Giving Council of Philadelphia.
Sean received a B.S. in Finance and Food and Beverage from School of Hotel Administration at Cornell University. He has been a Chartered Life Underwriter (CLU®) since 2006 and a Chartered Financial Consultant (ChFC®) since 2016. Sean also holds his Life and Health Insurance License and Series 6, 22, and 63 Securities Licenses.
Sean and his wife Jill are the proud parents of three children. Sean enjoys fishing, biking, skiing and working in the garden when he is not volunteering for his children’s sports teams. Sean is the former Board Chairman for the Charlestown Playhouse, and former Treasurer for the Association for the Colonial Theatre in Phoenixville, PA.
CA License #0D73287
Mike joined Valley Forge Financial Group in 2019. He brings over a decade of experience in private equity and direct investing to Valley Forge Private Equity and Real Estate. Mike started his career at PNC Bank in the Financial Services and Advisory Banking division. He then spent eight years at GMH Ventures, the private equity arm of the Holloway Family Office. Mike holds FINRA Series 6, 22 and 63 licenses.
Mike attended the University of Notre Dame where he earned a B.B.A from the Mendoza College of Business as a Finance major. He was also a member of the Men’s Lacrosse team, serving as captain his senior year. Mike is an active member of several alumni associations at Malvern Prep. He and his wife, Rachel, live in Havertown with their son, Charlie, and twins Mikey and Mia. Mike enjoys golfing, playing basketball and following all things Notre Dame.