My Team

Meet Your Team


Our highly skilled team is dedicated in guiding our clients through a thoughtful process, identifying the areas of gray in their planning, and with our areas of expertise provide clarity and security so that our clients will ultimately lead the lives they desire.

 
Geoffrey J. Passehl

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

Wealth Management Advisor
Office 856-284-3121

Geoff is the Founder and CEO of Passehl Financial.  He is also a Wealth Management Advisor. Geoff is a graduate of the University of Pennsylvania.

Married to Lori, they have three children.

 
Christopher Richard Stagliano

Christopher Richard Stagliano

Associate Financial Representative
Office 856-284-3121

Chris is an Associate Financial Representative specializing in holistic planning. He is a graduate of the University of Delaware and Richard Stockton University and holds Life/Health & LTC Insurance Licenses.

Chris joined Passehl Financial in 2019 and has been with Northwestern Mutual since 2011.

With his wife Katrina, they have two beautiful children Brooke & Vincent along with their furry friend Red the Dog.

Chris volunteers with the Center for Family Services in New Jersey. He enjoys exercise, basketball and spending time with friends and family.

Please contact Chris for planning questions or to learn more about how we can help you.(215) 981 1318

 
Dawn Crowding

Dawn Crowding

Investment Operations Associate
Office 856-284-3151

Dawn serves as the Investment Operations Associate. Within this role, she engages in various aspects of the business to ensure each client’s experience is seamless.

In her previous career, she worked in mutual funds where she learned project management and how to conduct targeted research. Dawn marries her previous experience with her experience in working in education to support the core functions of the Passehl Financial investment approach.

Dawn enjoys watching her three children play sports and seeing their passion for the game. Her favorite place to relax is Sea Isle, New Jersey.

 
Jennifer Jean Reed

Jennifer Jean Reed

Office 856-284-3121

As a Planning Manager, Jennifer loves helping clients reach their financial goals while working side by side with her dedicated team. Jennifer received her Paraplanner (FPQP™) designation in 2019.

After graduating from the University of Tampa, Jennifer dove right into her career in finance working in sales and support roles prior to being promoted as a Planning Manager. She specializes in retirement planning software, building financial plans, and helping to strengthen the relationship with clients by offering unique solutions to complex problems.

Jennifer was born in Philadelphia and currently resides in Southern New Jersey. When she’s not working, Jen enjoys tennis, yoga, snowboarding and has a passion for travel.

 
Karen J Basu

Karen J Basu

Director of Insurance Operations and Services
Office 856-284-3121

Karen has been a team member with Passehl Financial since 2006. Karen enjoyed several years at home with her children and rejoined the team in 2018. With a background in training and development as well as office operations, she is commited to delivering the highest level of service to the firms clients.

A gradute of Rowan University with a degree in Business, Karen is licensed in Life, Accident & Health Insurance and is actively pursuing industry knowledge to better serve her clients.

Married to Neil, they have two awesome kids Kyle and Campbell. The newest addition to the family is Karen's fur baby, Bailey. She loves spending time with her family, working out, coaching soccer, camping, going to the beach and learning about nutrition.

Karen and her family volunteer in their community and always look for opportunities to help local families in need. Her family is very active in supporting the Arthritis Foundation and Alex's Lemonade Stand Foundation.

Please call Karen with Insurance questions and service needs (215) 399 9959.

 
Lori Passehl

Lori Passehl

Practice Manager

Lori has been a team member with Passehl Financial since the beginning. Married to founder Geoff Passehl they are proud parents to Ava, Alex & Lucas. Lori took several years away from the firm to stay home full time with the kids and rejoined the team in 2017.

With a background in counseling, human relations, training and development, Lori has her masters degrees from Villanova University.

Lori is a native of New York and has called the suburbs of New Jersey right outside Philadelphia home since 2001. She loves to workout, travel, and spend as many days as possible with her toes in the sand in Brignatine NJ.

Please contact Lori for any questions about Passel Financial and how we can help you. (215) 981 1320

 
Michael Politowicz

Michael Politowicz

Office 856-284-3121
 
Passehl Financial Services

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


Passehl Financial Services

 

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