Our Team John Anderson Senior Wealth Advisor 267-454-7835 267-454-7132 firstname.lastname@example.org John is owner of Anderson Wealth Planning in Pennsylvania and has been in the financial services industry for over 25 years. Making a difference, whether it's planning for retirement or college expenses, is truly John's passion. Anderson Wealth planning was founded by his father over 50 years ago. To this day, Anderson Wealth Planning continues to serve several communities across the country with offices in Pennsylvania, Hawaii, and Kentucky. John takes a holistic approach to financial planning, making sure each part of a client's financial plan are addressed and their best interests are placed first. His extensive knowledge and experience enables him to address every aspect of their financial plan and help his clients pursue their long term financial goals through comprehensive, individualized financial planning. In addition, John serves as the lead portfolio manager of Anderson Wealth Planning’s in house advisory portfolios. John is affiliated with Securities America, Inc., one of the largest independent broker dealers in the country, to ensure that his clients have all of the tools and resources needed, in a non proprietary environment. John grew up in Hawaii and then attended the University of Hawaii and attained a degree in Economics from the University of Louisville. He currently holds securities licenses 6,7,24,51,63 and 66, life insurance licenses and is registered as an Investment Advisor Representative. John now resides in beautiful Bucks County, Pennsylvania with his wife Robyn and their two children Alyssa and Jacob. In his spare time, John enjoys playing basketball and spending time with his family. John is a lifelong Philadelphia Sports fan and is beyond thrilled over the Philadelphia Eagles Super Bowl win! For questions pertaining to our financial services and how we may assist you in reaching your goals please free to contact John at any time. Robyn M. Anderson Operations Manager & Registered Assistant 267-454-7835 267-454-7132 email@example.com Robyn started in the financial industry with her father in the late 1990's. She became a financial advisor, helping manage his financial planning firm in Wyomissing, PA. She moved to Hawaii in 2000 and joined Anderson Wealth Planning, where she specialized in helping women achieve their financial goals, holding intensive workshops on Women In Investing. She then took some time away from the financial industry and became a Small Business Owner and worked for 10+ years in Sales & Marketing within the Retail & Advertising industry. As Office Manager, she will ensure the firm is exceeding client expectations, and looking for ways to expand vision and servicing capabilities.By combining their experience, John & Robyn hope to provide a unique offering of top notch financial expertise delivered in a family centered service environment.She currently holds FINRA securities licenses 6,7 and 24 and has been licensed since 1998. Robyn is married to John Anderson and have two children, Alyssa who attends Loyola University Chicago and Jacob who attends Cairn University . Outside of business, Robyn can be found endlessly planning for the next adventure or exploring locally with her better half John and the kids.For questions pertaining to the firms internal workings and service related questions, please feel free to contact Robyn at anytime. Jennifer Detweiler Financial Advisor 267-454-7835 267-454-7132 firstname.lastname@example.org Jenny has been working as an assistant in the financial services industry for over 20 years. She joined Anderson Wealth Planning in 2019 bringing the team a strong background in customer service and resolution based management. She became licensed Financial Advisor in 2020 and works with John to help ensure the firm is exceeding client expectations and making their needs her number one priority. In her free time, Jenny enjoys spending time with her husband, and her granddaughter. Feel Free to contact her with any questions or service needs. Marcie Hottinger, CPA Client Service Associate 610-737-1388 email@example.com Marcie has been working in the Financial Industry since her graduation from Cedar Crest College in 1989 with a BS in Accounting. She spent a decade working in public and corporate accounting and then in 2000 she started working with Kee L. Bubbenmoyer as a tax accountant and his financial assistant. In 2020 Marcie joined Anderson Wealth Planning and now works with John and Robyn to help provide excellent customer service to clients. In her free time, Marcie enjoys traveling and spending time with her family. Feel Free to contact her with any questions or service needs.