Experienced wealth advisors Robert E. Caplan, MBA, CFA and Edward B. O’Gorman, MBA, CFA lead the River Wealth team. Our team has the industry experience and deep understanding of the market to help our clients achieve their financial objectives. River Wealth Advisors’ highly skilled team includes Mark Loomis, AAMS®, Justin Stryker, CFP®, Jennifer Reisinger, Barb Yost, Ali Bircher and Gayle Armstrong.
River Wealth Welcomes Ali Bircher
River Wealth Advisors announced that Ali Bircher has joined the firm as Operations Administrator. In her new role with the financial advisory, Ms. Bircher will assist with the day to day operations of the firm that link both investments and wealth planning, work with our new clients to coordinate a seamless on-boarding process and establish a client/advisor relationship with River Wealth, coordinate client and community events, and serve as marketing liaison for the firm. She attended Central Penn College for Business Management Administration and comes to the firm with several years of experience in the finance industry.