Client Services Team

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 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 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 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...

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...

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 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 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....

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 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....