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
Vice President, Real Estate
Valley Forge Private Equity
Yasmine Baroody
Client Service Specialist
Valley Forge Family Office
Takhmina Baykhanova
Client Service Specialist
Valley Forge Family Office
Steven Baymor
Investment Analyst
Valley Forge Investment Consultants
Heather Beckley
Office Manager
Valley Forge Financial Group
Angel D’Achille
Client Service Specialist
Valley Forge Family Office
Jay DeGraft-Johnson
Client Service Specialist
Valley Forge Family Office
Gail Dewees, FPQP®
Relationship Manager, Investment Advisory Services
Valley Forge Investment Consultants
Abigail Dolmetsch
Relationship Manager, Plan Advisory Services
Valley Forge Investment Consultants
Julianne Emberger
Client Service Associate
Valley Forge Life Insurance & Estate Planning
Sarah Ford
Relationship Manager, Plan Advisory Services
Valley Forge Investment Consultants
Breanna Gaffney
Office Coordinator
Valley Forge Financial Group
Daniel Gleason
Vice President, Private Equity
Valley Forge Private Equity
Micah Godshall
Level 2 Accountant
Valley Forge Financial Group
Trina Menta Hanna, CPA®
Chief Operating Officer
Valley Forge Financial Group
Ryley Harper, CLU®
Wealth Transfer Consultant
Valley Forge Life Insurance & Estate Planning
Jonathan Harrison
Vice President, Family Office
Valley Forge Family Office
Sean Hess
Relationship Manager, Plan Advisory Services
Valley Forge Investment Consultants
Rachel E. Kalivas, CFP®, AIF®
Investment Advisor
Valley Forge Investment Consultants
Emily Kavash
Relationship Manager, Wealth Transfer
Valley Forge Life Insurance & Estate Planning
Brett D. Keller, AIF®
Investment Advisor
Valley Forge Investment Consultants
Nicole Kelly, AIF®
Investment Advisor
Valley Forge Investment Consultants
Connor Kenny, CFA
Head of Investments & Trading
Valley Forge Investment Consultants
Tyler Kingsbury
Associate Advisor
Valley Forge Investment Consultants
Patrick Lannon
Chief Complance Officer
Valley Forge Financial Group
Patrick Laphen
President
Valley Forge Financial Group
Michael J. Maher, Jr.
CEO/Chair
Valley Forge Investment Consultants
Sean Maher, CLU®, ChFC®
Managing Director/Vice Chair
Valley Forge Financial Group
Michael G. Mallick, CLU®, ChFC®
Managing Director
Valley Forge Private Equity
Mason Malozzi, WMS
Associate Advisor
Valley Forge Life Insurance & Estate Planning
Michelle Max
Client Service Specialist
Valley Forge Family Office
Kieran McLaughlin, CLU®
Vice President of Wealth Transfer
Valley Forge Life Insurance & Estate Planning
Edward J. McNicholas, AIF®, CRPC®, CRPS®
Investment Advisor
Valley Forge Investment Consultants
Cameron Miller
Investment Analyst
Valley Forge Investment Consultants
Stephen T. Mumford, Jr., CFP®, AIF®
Managing Director
Valley Forge Investment Consultants
Chris Paolone, CPA
Operations Manager
Valley Forge Private Equity
Lisa G. Pileggi, CPA
Director
Valley Forge Family Office
Jerran Roberts
Client Service Specialist
Valley Forge Family Office
Brendan Tate
Associate Advisor
Valley Forge Investment Consultants
Jennifer Vallone, FPQP®
Relationship Manager, Investment Advisory Services
Valley Forge Investment Consultants
Jacqueline Vilbert
Legal
Valley Forge Life Insurance & Estate Planning
