At Valley Forge Wealth Management, Inc., our comprehensive approach brings in the expertise of other professionals (such as attorneys and CPA’s) to ensure no stone is left unturned concerning our clients overall planning needs. As the quarterback of the team, Valley Forge Wealth Management coordinates with other professionals to offer our clients the best chance of achieving their goals. As needed, we refer clients to properly and casualty agents and health insurance experts to assure their plan is fully implemented by people who only specialize in these areas.
Richard Hand, CFP®, CLU®, ChFC®
President
(610) 792-3367
Richard holds the prestigious CERTIFIED FINANCIAL PLANNERTM / CFP® mark, in addition to the Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. He began his career...
Diane Culver
Director of Client Relations
Since 2007 Diane Culver has served as the Director of Client Relations at Valley Forge Wealth Management, Inc. She is responsible for our client on-boarding process, ongoing service, and ensures our clients receive...
Samuel Feiser
Associate Planner
6107923367
Sam Feiser earned a BS in accounting from Bloomsburg University of Pennsylvania’s Ziegler College of Business. After interning with Valley Forge Wealth Management in 2017, Sam decided the world of small - medium sized business...
Sandy Weber-Johnson
Director of Marketing
Sandy brings twenty plus years of marketing experience to our team. She is a graduate of Jefferson University where she earned a Bachelor of Science degree in Marketing and...
Carl W. Landis
Financial Planner
610-792-3367
Carl Landis CFP® brings to VFWM his vast knowledge and wisdom from his impressive career and life experiences. Carl earned his BS degree (Cum Laude) in Secondary Education from Lock Haven University in 1970 and a MA degree in...
Colin Bauer
Paraplanner
(610) 792-3367
Colin Bauer earned a BS in Finance from Bloomsburg University of Pennsylvania’s Ziegler College of Business. After interning with Valley Forge Wealth Management in 2019, Colin decided that ...