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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

Client Service Manager

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

Assistant 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

Senior Client Service Associate

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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Patrice Dominique

Client Service Associate

610 825 5521

610 825 8782

Patrice@myFIPadvisor.com

Patrice was born in Brooklyn, NY and grew up in Philadelphia, PA. Patrice and his family like gardening together, in particular, trying to grow different fruits and vegetables. Patrice and his wife have been together for 16 years since...

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Nancy Dowdell

Client Services Assistant

215 361 2028

215 361 2029

Nancy@myfipadvisor.com

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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Frank Fang

Client Service Associate

610-825-5521

610-825-8782

Frank@myFIPadvisor.com

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...

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David Jwanier

Senior Client Service Associate

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 Associate

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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Collin Loesch

Client Service Associate

610 825 5521

610 825 8782

Collin@myFIPadvisor.com

A graduate of Widener University with a B.S. in Financial Management, Collin joined Financial Independence Planning in early 2022 and comes to the team with nearly 10 years of prior knowledge and experience from both the finance and...
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Nick Swetkowski

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

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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