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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 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 5521

610 825 8782

Patrick@myfipadvisor.com

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...

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David Teufel

Client Service Manager

610 825 5521

610 825 8782

Dave@myfipadvisor.com

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...

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Kate Assiran

Senior 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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Victor Deane

Financial Advisor

484 534 9506

610 825 8782

victor@myfipadvisor.com

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...

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David Jwanier

Financial Advisor

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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Drew Kriebel

Client Service Supervisor

484 218 0025

610 825 8782

drew@myfipadvisor.com

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....

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Nick Swetkowski

Senior Client Service Associate

484 534 9525

610 825 8782

Nick@myfipadvisor.com

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...

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Rebecca Winnington

Senior Client Service Associate

610 825 5521

610 825 8782

rebecca@myfipadvisor.com

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...

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Brian Cooper

Client Service Associate

610 825 5521

610 825 8782

Brian@myfipadvisor.com

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....

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Connor Rice

Client Service Associate

610-825-5521

connor@myfipadvisor.com

Connor Joined FIP in the summer of 2023 as a client service associate. Connor received his bachelors degree in business administration from the Fox School of Business in the May of 2020. When he is not assisting clients with their...
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Ryan Baile

Client Service Associate

610-825-5521

ryan@myfipadvisor.com

Joining FIP in the June of 2022,  Ryan graduated from West Chester University in 2022. While at West Chester, his favorite class was “Financial Seminars” because he enjoyed seeing the real-world applications of the...
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