Client Services Team

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...

Michael is a sales and marketing executive with almost 15 years of experience. Joining our FIP team in 2019, he holds a B.S. in Pharmaceutical Marketing from Saint Joseph’s University, and has spent his career working with highly...

Victor* joined FIP in 2019, adding his extensive skill sets as a Financial Professional and a Business Analyst to our Client Services team.  Victor works closely with the Advisory Team to support their efforts in developing tailored...

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...

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...

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....

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...

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...

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...

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...

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...