Broker Check

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!

 

David K. Mitchell, CFP®, ChFC®, CLU®, CFS® & CASL®

Partner, CERTIFIED FINANCIAL PLANNER™

(877) 735-2172

(570) 735-2175

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

Read more

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

Read more

Ralph Capristo MBA, CFP®, RICP®

Partner, CERTIFIED FINANCIAL PLANNER™

610-530-2300

570-735-2175

Approachable, Humble and Disciplined, Ralph’s life goal is helping everyone achieve financial freedom. An experienced financial services professional, Ralph’s passion is helping families and businesses realize their goals...

Read more

Amy Sporer

Investment Advisor Representative

(570) 253-5642

(570) 735-2175

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

Read more

Caring, Kind and Experienced...

Read more

Born and raised in Allentown, Pennsylvania, Jim has been a financial advisor, serving the residents and businesses of the Lehigh Valley area, for more than forty years. Jim attended the Valley Forge Military Academy, earning an A.A.,...

Read more

Jessica Pierson

Client Services Assistant

570-253-5642

570-735-2175

Naturally driven and always smiling...

Read more

Ashley Kistler

Client Services Assistant

610-230-2300

570-735-2175

Kind, hardworking and a great multi-tasker...

Read more

Megan Torres

Client Services Assistant

570-735-2172

570-735-2175

Whether it's your first visit or you've been a client for years, Megan will make you feel right at home. She is the smiling, happy face that people first see when they come to meet with us at our Nanticoke location, and the pleasant...

Read more