Our Team

Headshot of Geoffrey James Passehl

Geoffrey J. Passehl, WMCP®, CLU®, ChFC®, CASL®, RICP®

Founder & Wealth Management Advisor

Office: 215-981-1314

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Headshot of Christopher Richard Stagliano

Christopher R. Stagliano

Associate Financial Advisor

Office: 215-981-1318

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Headshot of Joseph P DeFazio IV

Joseph P. DeFazio, WMCP®, 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 A. 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


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