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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!

 

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...

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

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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...

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Amy Sporer

Investment Advisor Representative

(570) 253-5642

(570) 735-2175

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

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Jessica Pierson

Client Services Assistant

570-253-5642

570-735-2175

Naturally driven and always smiling...

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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...

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Ashley Kistler

Client Services Assistant

610-530-2300

570-735-2175

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

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Jordan Potenziani

Client Services Assistant

570-253-5642

570-735-2175

Education: Bachelor of Arts in Business from Lackawanna College Whether it's your first visit or you've been a client for years, Jordan will make you feel right at home. She is the smiling, happy face that people first see when...

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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.,...

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Caring, Kind and Experienced...

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