Meet the Team

We believe our teamwork approach adds a broader perspective to all we do. We can help address: investing principles and strategies, retirement investing and distribution strategies, estate issues, and risk management analysis. We can also answer questions including: Can I retire early? Are my investments working enough? What is a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? We can help you create an approach designed to address your individual situation with our experienced professionals.

Brian Wagner

Founder, Financial Advisor

(610) 746-5900

brian@compws.net

A caring listener and problem solver, Brian is an invaluable resource and advocate for his clients. He prides himself in having open and honest conversations with his clients which puts them as ease that he understands their values and...

Robert A. Delp

Financial Advisor

(215) 345-0188

(215) 345-0988

radelp@compws.net

With over 20 years of experience in the financial industry, Bob believes in working with clients to develop honest and trusting relationships and puts their values and goals first. His passion is protecting principle of the families...

Melissa Rebuquiao

Executive Assistant

(610) 746-5900

melissa@compws.net

Melissa is responsible for new and existing client services. She ensures that communication with our various providers is seamless and focuses on delivering superior service in every aspect of client relationships.Prior to joining the...

Coal Scanlon

Mascot, Client Greeter

Coal, our mascot and client greeter, is often found lounging in his bed in the reception area of our office. He loves to great visitors and welcome them to our office. Coal is passionate about eating his daily favorite treat of ice...

Drew Patenaude

Financial Representative

610-751-8176

drew@compws.net

I bring energy, clarity, and strategy to estate planning — helping clients take control of their future with confidence. I'm a strong listener who digs deep to understand what truly matters to you, then designs smart, profitable...

Sean Foley

Financial Advisor

717-350-2797

sean.foley@jwcemail.com

Sean is passionate about being a financial advisor and has more than 15 years of experience in the industry. Sean is a graduate of Lehigh University with a degree in Mathematics. Prior to becoming a financial advisor, Sean worked for...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.