Our Team

Headshot of Geoffrey James Passehl

Geoffrey J. Passehl

WMCP®, CLU®, ChFC®, CASL®, RICP®

Founder & Wealth Management Advisor

Office: 215-981-1314
Email

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Headshot of Christopher Richard Stagliano

Christopher R. Stagliano

 

Associate Financial Advisor
Email

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Headshot of Karen J Basu

Karen J. Basu

 

Director of Insurance Operations and Services

Office: 215-399-9959
Email

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Headshot of Mike Politowicz

Mike Politowicz

 

Director of Investments and Planning

Office: 407-325-9688
Email

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Headshot of Lori Passehl

Lori A. Passehl

 

Practice Manager

Office: 215-981-1314
Email

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Headshot of Dawn Crowding

Dawn Crowding

 

Investment Operations Associate

Mobile: 856-981-2773
Email

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Headshot of Jennifer Reed

Jennifer Reed

 

Investment Operations Associate

Office: 856-284-3121
Email

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Passehl Financial Services

Geoffrey J. Passehl, WMCP®, ChFC®, CLU®, RICP®, CASL®
Wealth Management Advisor


Passehl Financial Services

 

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