Our Team

Headshot of Geoffrey James Passehl

Geoffrey James Passehl, CLU®, ChFC®, CASL®, WMCP, RICP®

Founder & Wealth Management Advisor

Office: 215-981-1314

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Headshot of Christopher Richard Stagliano

Christopher Richard Stagliano

Associate Financial Representative

Office: 215-981-1318

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Headshot of Joseph P DeFazio IV

Joseph P DeFazio IV, ChFC®, RICP® 

Director of Investments and Planning

Office: 215-972-2775

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Headshot of Karen J Basu

Karen J Basu

Director of Insurance Operations and Services

Office: 215-399-9959

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Headshot of Lori Passehl

Lori Passehl

Practice Manager

Office: 215-981-1320

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Headshot of Sierra A. Froilan

Sierra A. Froilan

Client Service Representative

Office: 215-972-2769

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

Passehl Financial Services


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck