Bigger, Better, Faster, Stronger ~ Our Exceptional River Wealth Team
Thus far, 2024 has been a tremendous year for our team. In case you missed it, here are the highlights:
Kaylah Dailey was promoted from Client Experience Coordinator to Client Services Associate at the beginning of the year. Click here to learn more about Kaylah.
Michele Gould joined the Camp Hill office in April as our Client Experience Coordinator. Click here to learn more about Michele.
Debbie Hippensteel was promoted from Portfolio Manager to Senior Portfolio Manager and Lehigh Valley Office Manager at the beginning of the year. Click here to learn more about Debbie.
Jay Jajich joined the Camp Hill office in January as a Client Relationship Partner. Click here to learn more about Jay.
Brianna Oddo, J.D., joined the Allentown office in May as a Client Relationship Partner. Click here to learn more about Brianna.
Andrew O’Gorman, CFP®, received a Master of Science degree in Finance and earned his CERTIFIED FINANCIAL PLANNER™ accreditation at the end of 2023, at which point he was promoted from Wealth Paraplanner to Wealth Advisor. Click here to learn more about Andrew.
Trisha Parks was promoted to Client Services Manager in January. Trisha now oversees our client service team members and works closely with Ralph Manna to drive operational excellence. Click here to learn more about Trisha.
Heather Rivas, CPA, CFP®, received her CERTIFIED FINANCIAL PLANNER™ accreditation and was promoted from Wealth Paraplanner to Wealth Advisor in April. Click here to learn more about Heather.
Judy Savchak was recognized as a Woman of Influence by Lehigh Valley Business in May. The Women of Influence Awards honor high-achieving women for their career accomplishments. Click here to learn more about Judy.
Eric Wiegand, CFP®, achieved recognition on Lehigh Valley Business’ Banking & Finance Power List for shaping the Lehigh Valley community and influencing the region’s quality of life through excellence in wealth management. Click here to learn more about Eric.