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Team

Our team, based in locations throughout Eastern PA, has decades of experience helping individuals and business owners all throughout the country. We know that there is enough complex and overwhelming things to deal with and believe that your financial plan shouldn't be one of them. Let  our seasoned professionals begin helping you today!

 

A natural entrepreneur with a big heart, Dave believes his clients and his team are capable of anything they put their minds to...

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Caring, listening, and problem solving, Anthony is an invaluable resource and advocate for his clients...

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Amy Sporer

Investment Advisor Representative/Office Manager

(570) 253-5642

(570) 735-2175

Amy is the hub of the workflow at Forthright Wealth Planning...

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Lawrence Stich

Registered Principal/Investment Advisor Representative

(570) 253-5642

(570) 735-2175

Everyday Larry’s main priority is to make sure our clients’ needs are correctly addressed...

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Donald Cottrell

Client Services Assistant

(570) 253-5642

(570) 735-2175

A man of few words and a mind for order and detail, Don cuts straight to the issue at hand...

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Kiera Oakley

Client Services Assistant

(570) 253-5642

(570) 735-2175

Motivation meets Dedication....

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Mathew J. Evanitsky

Registered Representative

(570) 647-9864

(570) 647-0830

The Swiss Army Knife of our office, Mat is the jack of all trades...

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Teri Iloff

Administrative Assistant

(570) 253-5642

(570) 735-2175

Whether it's your first visit or you've been a client for years...

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