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!

 

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®

Investment Advisor Representative

610-360-2020

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/Office Manager

(570) 253-5642

(570) 735-2175

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

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James Baker

Investment Advisor Representative

610-530-2300

570-735-2175

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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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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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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Ashley Kistler

Client Services Assistant

610-230-2300

570-735-2175

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

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Jessica Pierson

Client Services Assistant

570-253-5642

570-735-2175

Naturally driven and always smiling...

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