Meet Our Team
OUR DEDICATED FINANCIAL PROFESSIONALS
Our multi-generational team is made of individuals dedicated to exceptional service, each with specialized skills and unique experiences. No matter your circumstances, you can rest easy knowing you have a dedicated team in your corner helping you achieve your goals.
Gregory M Swindells CLU®, ChFC®
Wealth Management Advisor
Personal
Born and raised in Willow Grove, PA, I graduated from Penn State with a Finance degree in 2022. I now live in Wayne, PA with my 2 sons Aiden and Rylan. I am a proud father who enjoys a work-life balance that offers ample family time. I hope to set an example of how to keep a positive attitude, even in the face of adversity. The boys and I strive to live in ways that honor my late wife (their mother), Amber. We have a saying that we are not moving on, but moving forward in life and carrying her legacy with us.
I spend my time away from the office always in motion. Having young sons means we are running to soccer/basketball/football, or travelling the country and visiting national parks. We enjoy skiing in the winter and love our tradition of visiting the Outer Banks in North Carolina. It makes me happy to put a smile on the face of those around me, so I try to wear one myself as often as possible.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that are focused on helping you design your future and build a plan to achieve it, while still living in the present moment.
Patricia G Davis CFP®, M.S., WMCP®, RICP®, CLU®
Wealth Management Advisor
Born and raised in Oak Park, Illinois I began my career in Boston, Massachusetts in 1986 and worked there for 16 years. In 2002, I relocated to Pennsylvania and currently live in Paoli with my husband, Preston and son Tripp.
Some of my hobbies include playing golf, tennis, bunco, sudoku, duplicate bridge, supporting the Philadelphia Union and watching college hockey.
STRATEGIC ALLIANCES
We offer you the full resources of a Fortune 500 company paired with a boutique team of experts you know and trust to stand by your side. This gives us access to a greater range of tools and the opportunity to collaborate with an innovative team of subject matter experts while pursuing your best interests. We can also work with members of your existing support team, like attorneys or CPAs, guiding your overall financial picture and keeping everyone on the same page.