Ryan Keefe

Ryan Keefe

Financial Consultant

Ryan is a 2017 graduate of the University of Delaware Alfred Lerner College of Business and Economics.  While pursuing his finance degree, Ryan interned for Northwestern Mutual gaining valuable first-hand experience networking and meeting with potential clients to discuss insurance and other planning strategies.


Ryan's primary responsibilities center around building financial plans for both clients and prospective clients, assisting clients in the use of our aggregation tool (E-Money), and other paraplanner functions.


Ryan has obtained his Series 7 & 66 securities registration as well as his Life, Accident & Health Insurance License in Pennsylvania. He also has the ultimate goal of earning the prestigious Certified Financial Planner (CFP) designation. 

Phone 610-422-3773
Fax 610-537-5079