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Client Services Team

At Financial Independence Planning, we believe that everyone from your personal advisor to the receptionist should be dedicated to providing high quality service. To achieve that goal, we have a client service team you can count on to respond promptly to your inquiries. As part of our process and philosophy, our client services staff are involved in day-to-day administration but they also help to schedule and prepare for your Quarterly Checkup© and Annual Review®. During business hours, you can always call and get a friendly voice who will help you or find someone who can.

Our Client Services team receive consistent and regular training so that you get a consistent experience with each member of the FIP team.

Nancy Dowdell

Client Services Assistant

215 361 2028

215 361 2029

Nancy@myfipadvisor.com

Anne (Nancy) Dowdell joined FIP in 2012 to keep busy “between grandchildren duties”. A retired bookkeeper, Nancy handled her part-time assignments so well that the FIP team asked her to assist full-time in the client...

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Patrick Hynes

Client Service Manager

610 825 5521

610 825 8782

Patrick@myfipadvisor.com

Patrick joined FIP in 2015 as an associate client representative servicing our retail clients. With 20 years of experience in the financial services industry, he has worked as an Institutional Trader, Tax Accountant, and in venture...

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Randolph Nead, CFP®, CPA, MS

OSJ and Chief Compliance Officer

215 361 2028

215 361 2029

Randolph@myfipadvisor.com

Randolph Nead: Investment Adviser Representative with Voya Financial Advisors has been providing financial services to individuals and small businesses since 1986, focusing on Group and Individual Life, Health, Disability and Long Term...

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Thomas Morgan

Operations Director & Branch Manager

215 361 2028

215 361 2029

Tom@myfipadvisor.com

Tom manages the daily processing, assists on client account services, and coordinates functions associated with the office for Financial Independence Planning, LLC. Tom graduated from Delaware Valley College in 1974 with a BS in...

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Debbie Tyson

Office Manager

610 825 5521

610 825 8782

Debbie@myfipadvisor.com

Deborah (Debbie) Tyson joined FIP in 2012 as executive assistant to Harry Keller. She has been a valuable resource to the entire team in handling office management, calendar and reception duties in addition to being the point person...

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Kate Assiran

Client Service Associate

610 825 5521

610 825 8782

Kate@myfipadvisor.com

Kate has a strong background in wholesale mortgage services and retail management. Originally from Pottsville, PA, Kate graduated from Millersville University with a BA in Music Industry and a Minor in Business Organization and...

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David Teufel

Senior Client Service Associate

610 825 5521

610 825 8782

Dave@myfipadvisor.com

David is an accomplished financial professional with experience in providing analytical and business support in operations and finance, having worked a number of years at SEI and Investedge before joining FIP in 2018. A graduate of...

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David Jwanier

Client Service Associate

610 825 5521

610 825 8782

david.j@myfipadvisor.com

David Jwanier has joined Financial Independence Planning (FIP) in Conshohocken as a client services representative in April 2019. In this role, Jwanier will assist the company’s financial advisors by preparing financial reports,...

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Jacqueline (Jackie) Kelly

Administrative Assistant

610 825 5521

610 825 8782

Jackie@myfipadvisor.com

Jackie joined FIP in 2017. Since joining the team, she has been a valuable resource to the marketing team to execute marketing events and educational seminars. In addition, Jackie helps to maintain the office calendar, supports the...

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