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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

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

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

Chief Compliance Officer

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

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

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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