President of Wharton Wealth Management LLC. Has been assisting individuals and business owners with their wealth accumulation and planning efforts for over thirty years. His practice is focused on working with those people who place a high value on delegating their financial decisions to a competent, trustworthy professional. Clients are attracted to Rob’s ability to take a complex situation and give his clients what they want most; a financial strategy that fits their values, their goals, and their desired lifestyle. As a fiduciary for his clients Rob fulfills this responsibility through:
Rob is a Chartered Financial Consultant (ChFC). Throughout his years as a consultant Rob has developed an expertise, with regard to Income Distribution planning for those approaching retirement age and settling into their retirement years. His completed coursework at The American College, includes courses on; Income Taxation, Fundamentals of Estate Planning, as well as Financial Decision Making at Retirement. He is a Registered Representative with FSC Securities Corp, a RIA and a Registered Principal.
Rob was raised in Broomall, PA and attended Cardinal O’Hara High School in Springfield, PA. He graduated with a bachelor’s degree in Accounting from Villanova University and began his career as an associate with a prominent planning firm in Bala Cynwyd. He currently lives in West Chester with his wife Annmarie and their four children. Rob is an avid golfer even though he has a swing that resembles Charles Barkley’s. Rob and his family spend a good part of their summers in the tropical paradise, also known as Sea Isle City, NJ.
Amy holds a dual role at Wharton Wealth Management, as both a Wealth Management Advisor and Group Retirement Plan Advisor. In her wealth management capacity she helps individuals and business owners achieve financial wellness from the early phases of life to and through retirement. She is a Smartvestor pro with the Dave Ramsey team and enjoys helping people navigate the baby steps to achieve financial freedom. Her practice is focused on helping and teaching individuals how to accumulate wealth, care for their loved ones financially, and leave a lasting legacy. Her clients appreciate her caring and strategic approach.
In her capacity as a Group Retirement Plan Advisor, Amy has expertise in the areas of 401(k), 403(b), 401(a), 457, SIMPLE, and SEP implementation and planning. Amy has had a long career in the group retirement plan space and takes a systematic and thoughtful approach to the retirement plan design and implementation process, and investment reviews. She carefully considers the needs of the business she is working with to determine the best type of plan to implement based on retention, deferral, and employee benefit options.
Amy was born and raised in Media PA. She attended Delaware County Christian School in Newtown Square, PA. She graduated from Eastern University’s Templeton Honors Program with a Bachelor of Arts in Communications. She then proceeded to attend Villanova University where she earned her MBA in Real Estate and Finance. She is currently pursuing her CFP. She resides in Media with her dogs Ernie and Bertie. She enjoys playing soccer, running, and playing the violin.
As the Operations Manager, Janet works closely with all team members to ensure smooth operations and consistent client service. Janet oversees coordination and implementation of firm projects as well as establishes rules and standards for business operations. In addition to overseeing daily activities, Janet is responsible for the preparation of client reviews & meetings, regulatory compliance, personnel and the day to day operations of the business. Janet has been a part of Rob’s team since 1993 and has gained valuable industry knowledge and experience in that time.
Janet lives in Perkiomenville and enjoys spending time with her husband, Ivan and their children, Eliza, Evelyn and Ivan Jr.
As a Registered Assistant, Sopy is responsible for processing and tracking all new business as well as changes made to existing portfolios. She also assists the service team with daily client relationships and contact, as well as various other client service tasks. In addition, she helps with general administrative office support and special projects.
Sopy was raised in Annville and earned a Bachelor’s Degree from Millersville University. She currently lives in Lancaster and enjoys traveling and spending time with her husband, family, and friends.
As Customer Service Specialist, Julia is responsible for processing and organizing business documents as well as making any necessary updates to client information. Julia happily interacts with clients and venders daily, and works hard to accommodate everyone. Julia’s positive personality and talent for organization makes her a great asset to the team.
Julia attended Merion Mercy High School and upon graduation furthered her education at Immaculata University. When not working, Julia enjoys spending time with her family and friends.
As a Corporate Benefits Advisor, Dave works closely with our Small Company clients specializing in their employee benefit consulting. His expertise also covers small company retirement plans (401k, SIRA, etc.). Dave has been with WBG since 2007 after a couple of years working at a Fortune 500 Benefits Consulting giant. Dave also is responsible for the growth of our financial planning practice through referrals from our satisfied clients and outside professional advisors.
Since Dave has been on board, our Group Department has grown exponentially.
Dave was raised in Broomall and earned a Bachelor’s Degree from Penn State University. Dave holds Insurance licenses in Life/Health and Property and Casualty lines. Dave also holds his Series 7 License as well as Series 63 Securities License. Dave currently lives in West Chester with his wife Lisa and their children Alex, Sophia and Elliana. Dave is the Head Football Coach at Malvern Preparatory School in Malvern, PA.
Nancy is a versatile Account Manager and client advocate with over 20 years’ experience in the Health Insurance industry. Nancy’s unique and wide-ranging skill set has enabled her to successfully contribute in a variety of roles, including unparalleled customer service, client relationship management, insurance carrier liaison, claim resolution specialist, quoting and Benefit expert.
Nancy is responsible for all aspects of making your Group or Individual Health plan, 401K, STD, LTD and Group Life purchasing experience and ongoing management of such an effortless, positive experience.
Nancy grew up in West Chester and attended Temple University after graduating from East High School. She currently resides in West Chester with her two amazing sons, Dylan and David.
As the Vice President of Group Benefits, Vince works closely with our clients to help implement and maintain their group employee benefit programs. With over 24 years of experience in the group benefits arena, Vince is a proven consultant with extended experience as a business development professional.
Vince was raised in Wallingford, PA and earned a BS in Business Administration from the Villanova School of Commerce and Finance. He currently resides in Rose Valley, PA with his wife Kelly and their children, Nicolas, Annie and Tessa. Vince enjoys playing golf and watching his children’s sporting events in his spare time.
Gerard is a recent addition to Wharton Benefits Group. Prior to Wharton Benefits, Gerard was a principal and founding member of Centurion Benefits which was acquired by Marsh McLennan in 2019.
With over 15 years of experience Gerard is a proven insurance professional focused on his client’s and prospective client’s needs in a difficult environment. As a Senior Benefits Consultant Gerard specializes in client management and new business production. Gerard’s focus is on small and middle market employers, offering them high-end consulting focused on long term strategy and cost savings through alternative funding mechanisms.
Gerard was raised in Newtown Square, PA and earned his undergraduate degree from The University of Pennsylvania. He currently resides in Jeffersonville, PA with his wife Danielle and two daughters, Ava and Colette. He enjoys time with his family and a good competitive round of golf.
As a Senior Account Executive with 25+ years of experience, Kim supports and services employee benefit clients in both the small and middle markets. She is focused on delivering exceptional service and educating clients in all areas of medical, dental, ancillary and voluntary benefits. Throughout her career, her skills have allowed her to successfully assist clients in the areas of carrier selection, benefits administration, employee communications, claims resolution and compliance.
Kim grew up in Newtown Square, PA and earned her MBA from Villanova University. She currently lives in Downingtown, PA with her husband, Bryan. Kim enjoys walking, gardening, traveling and spending time in Charleston, SC with her daughter, Alex.
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