Geoffrey James Passehl, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor


Passehl Financial Services

My Team

Meet the Team

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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.
 
 

 
Sylvia J Joseph

Sylvia J Joseph, CFP®, CLU®, RICP®, ChFC®

Associate Wealth Management Advisor
Office 215-981-1318

My passion is to use my expertise to help educate people and provide them the tools and resources to plan their ideal future.

I joined Passehl Financial 13 years ago here in Philadelphia, the city I LOVE! I am excited every day that I get to work with amazing, high quality, high moral, energizing, smart people on our team and feel this way about the clients we help too!

On our team, I work closely with our clients to provide excellent planning and support. I strongly believe in continuing education to maximize the value we bring to our clients.

In my role, I will provide you with knowledge and expertise on market conditions, investments, and portfolio decisions. I can also help with investment related matters, provide information regarding accounts, statements, and online access. I enjoy working with our team to help our clients with additional planning related to education planning, retirement goals, and short to mid-term planning goals such as an upcoming wedding, vacation, or home purchase.

In my free time, I enjoy exploring Philadelphia with my wife always finding something new in the city to do, to eat, or to see... or just relaxing with a good book.

I hold a CERTIFIED FINANCIAL PLANNER (CFP®) certification and Chartered Life Underwriter, CLU® designation.


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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Karen J Basu

Karen J Basu

Associate Financial Representative

Upon returning to Passehl Financial after taking several years at home to raise my two children, I am excited to be back helping our clients reach their fullest potential and financial goals. My background in training and development, as well as office operations enables me to support the team at Passehl Financial and ensure our clients receive the highest level of service.

I currently hold Life, Accident & Health licenses. I earned a Bachelor’s Degree in Business from Rowan University in 1998.

In my free time, I love spending time with my family, coaching soccer, camping, going to the beach, and doing Beachbody workouts. I currently reside in Turnersville with my husband and two children. 

Please reach out to me at karen.j.basu@nm.com or 215-399-9959.

 

 

 
Lori A Passehl

Lori A Passehl

When our team at Passehl Financial guides our valued clients through a thoughtful process to provide them clarity, security and financial strength I see how impactful it is to them and their families.

My greatest passion is to help others and to see them reach their fullest potential. As a memeber of the team, I provide support to our clients and work to improve the resources and value our team can bring to them.

I love spending time with my family, relaxing on the beach, CrossFit, and coaching soccer. I hold a Bachelors degree from SUNY Cortland and two Masters Degrees from Villanova University.

Please contact me so we can begin planning the life you desire.

lori.a.passehl@nm.com

 
Michael J Auger

Michael J Auger

Office 215-972-2769

I was recently asked why I was drawn toward Passehl Financial and my response came easy and naturally, I was captivated by the team’s overarching desire to have the greatest positive impact on their client’s lives. Helping others has always been a core value of mine and seeing it embedded in this team, in the work Passehl Financial does as a core component of my career, resonated with me on a much deeper level.

 

In addition, the team’s focus on working together toward a common goal was inspiring. As a former basketball player at the University of Pennsylvania, I came to better appreciate the impact and the power of team. Passehl Financial has allowed me to move from one team to another, which I fully appreciate.

 

On a more personal note, I have a passion for working through complex problems and applying processes to just about everything I do. I also love spending my down time with family and friends, playing basketball and embracing the rich history and architecture throughout Philadelphia. As a native of Boston, and now a resident of this great city, I can appreciate the authenticity, passion and connection everyone has to this great city.

 

I can be reached at 215-972-2769 and michael.j.auger@nm.com

 

 
 

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