Wyomissing
Proudly Serving Pennsylvania
Wyomissing
1210 Broadcasting Rd
Suite 101
Wyomissing, PA 19610
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Your Wyomissing Team
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Chiara Sockel Renninger
CFP®
Senior Wealth Advisor
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Scott Worley
CFP®
Senior Wealth Advisor
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Brad Brisan
CFP®
Senior Wealth Advisor
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Sean McGinn
Associate Wealth Advisor
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Andrew Urban
CFP®
Associate Wealth Advisor
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Michael Heiser
CFP®, CRPC®
Senior Associate Wealth Advisor
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Matt Spezialetti
CFA®, CFP®
Director, Advisory Leadership Team
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Debbie Ackelson
Client Service Specialist
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Miné Weaver
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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August 25, 2025
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.
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August 18, 2025
Monthly Investment Commentary: August 2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It’s a remarkable rebound from the fear that gripped the market just three months prior. While the returns are a cause for celebration, it’s reasonable to wonder if things have gone too far, too fast.
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August 04, 2025
5 Essential Tips for Teaching Kids About Investing
Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
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