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 Regular 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.
Client Services Team
Patrick Hynes
Financial Advisor
610 825 8782
Patrick joined FIP in 2015 as a Registered Assistant 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 capital...
David Teufel
Client Service Manager
610 825 8782
David is an accomplished professional with experience in the financial industry 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...
Kate Assiran
Senior Client Service Associate
610 825 8782
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...
Victor Deane
Financial Advisor
610 825 8782
Victor joined FIP in 2019 as a Registered Representative, adding his extensive skill sets as a member of the financial industry and a Business Analyst to our Client Services team. Victor works closely with the Advisory Team to support...
Frank Fang
Financial Advisor
610-825-8782
Frank Fang joins FIP after years of experience in the financial industry. After graduating college from the University of Pittsburgh, Frank worked with Wells Fargo as a banker and brokerage associate. Five years later, he made the...
David Jwanier
Financial Advisor
610 825 8782
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,...
Drew Kriebel
Client Service Supervisor
610 825 8782
Drew is a graduate of Temple University, with a double B.S. in both Finance and Financial Planning. An up and coming member of the financial services world, he’s worked both as a Financial Advisor and as a Support Specialist....
Nick Swetkowski
Senior Client Service Associate
610 825 8782
Nick Swetkowski is a graduate of The Pennsylvania State University, with a B.S. in Accounting along with a minor in Entrepreneurship. He joined Financial Independence Planning as a Client Service Associate in May 2020. Coming to the...
Rebecca Winnington
Senior Client Service Associate
610 825 8782
Rebecca comes to Financial Independence Planning from Vanguard where she worked as a Client Services Associate in the Retail Investment Group. She also has an extensive background in the non-profit sector including the Philadelphia...
Brian Cooper
Client Service Associate
610 825 8782
Brian joined Financial Independence Planning in early 2022 as a Client Service Associate. Brian assists the financial advisors by preparing financial reports, providing analysis, as well as recommendations for upcoming client meetings....