Brian Walsh, Jr. joined Walsh & Nicholson Financial Group in 2017 to bring a new age of trusted, prudent and holistic financial planning to individual clients, businesses, and Group 401(k), 457 and 403(b) plans.  As a fiduciary, Brian believes that every decision that is made should be in his client’s best interest. He works diligently with his clients, understanding their needs to help build a custom financial plan for their individual goals. 

Before joining Walsh & Nicholson Financial Group, Brian spent five years with Lincoln Financial Group.  Brian lived in San Francisco, California, where he was responsible for implementing Lincoln’s retirement income strategies for high net worth clients. 

While at Lincoln, and through his work in retirement planning, Brian noticed a need for better group 401(k) plans and 457 governmental plans, as well as better financial wellness tools for employees of those plans. Now, Brian works with employers to design plans for their individual businesses while reducing plan fees. Brian also designed the new Walsh & Nicholson website to be a comprehensive financial planning resource for employees and individual clients. 

Brian received his MBA in Finance from Syracuse University and his Bachelor’s Degree from Cabrini University. He holds series 65, 7, 6, 63 and Life Accident & Health insurance licenses.  Brian is a Certified Financial Fiduciary (CFF) and Certified Funds Specialist (CFS). Prior is also working towards completing his Certified Financial Planner (CFP) Designation. 

Prior to his career in Finance, Brian was a police officer in Prince William County, Virginia. Brian was nominated as squad leader by his peers and led responses to high risk calls and warrant services. He was twice nominated for officer of the month; once for tracking down and apprehending the suspect of a kidnapping, and for his work on domestic violence cases. 

Brad Bishop received his Bachelors of Science in Marketing from Messiah College. Brad holds his series 6, 63, and 65 license. In addition to being a Certified Financial Fiduciary he is also a Dave Ramsey SmartVestor and a Certified Bucket Plan Advisor.  Before working at AZT Financial, he worked as a Brand Manager at Clemens Food Group and a Branch Manager at Univest Bank.  Brad resides in Harleysville with his wife Elissa, and 3 children, Keira, Nolan, and Brynnlee. Brad attends church at LCBC and serves on the board of Ancora Spero and Indian Creek Foundation. He also enjoys hunting, trail racing, playing sports with friends, and rooting for the Eagles, Sixers and Phillies.

Linda Burns is a financial advisor focusing on investment and insurance strategies for retirement income planning and tax efficient wealth transfer and preservation.  A 1984 graduate of Penn State University, Linda has worked in wealth management for most of her career, beginning in South Florida before eventually moving back to Pennsylvania to be closer to family.  She became an independent financial advisor in 2000 and it turned out to be her dream job; she loves what she does every single day and gets the added bonus of helping her clients to achieve their own goals!  She and her husband Scott live in Hollidaysburg and have two grown sons; Casey, a computer software engineer in San Diego, CA, and Colin, an IT specialist in central PA.

George McReynolds is a Certified Financial Planner™ practitioner, a Registered Financial Consultant®, and author of the personal finance book, “Prosperity By Design." Our mission is to help people create compelling dreams for their future, the plans to attain them and the time to enjoy them.

His rich history of trust, service and courage has carried into the relationships he builds with his clients.

George is a decorated veteran of the US Army and served on the security detail for the Supreme Allied Commander at NATO headquarters in Belgium. He kept his secret clearance serving with an Intelligence Unit in the Reserves. He graduated with high honors from both the 1st Army Intelligence School and the Military Police School.

George graduated 1st in his class from the Pennsylvania State Police Academy. He served as a Paramedic, police officer & on a police SWAT team. He was a self-defense, first aid and rappelling instructor. He was awarded 3 official commendations. "

Thanks.

Throughout her 33-year career, Marva has been passionate about helping her clients achieve their financial wants and needs as they work to fulfill their most important life goals. By combining her deep care for those she serves with an analytical approach, Marva strives to ensure her clients feel confident in their financial future.

Marva began her career in the financial services right after high school, working her way up from the role of receptionist to become a financial advisor and vice president of her own company. She gets tremendous gratification from helping her clients, and she cannot imagine doing anything else. Marva assists those she serves with retirement investments, estate, long-term care and life insurance planning, cash management, as well as liability management.

Prior to establishing VK Wealth Advisors in 2016, Marva served as an associate vice president and financial advisor with Morgan Stanley Financial for seven years. Before that she was employed for 13 years as a financial advisor and client service associate with Merrill Lynch, and for nine years as a branch office coordinator and sales assistant with Legg Mason Wood Walker. A Chartered Retirement Planning Counselor, Marva holds her Series 7, 63, and 66 securities licenses and Pennsylvania state insurance licenses.

Marva, a lifelong resident of Karthaus, makes her home with her husband, Dale. They have two children, Maleigha and Logan; three grandchildren, Sofia, Jackson and Grayson;  two granddogs, Cash, and Piper.

In her free time, Marva enjoys cooking, reading, camping, ATV riding and spending time with her family. She is a member of Shepherd of the Hills Lutheran Church, and is a board member and volunteer with Oak Hill Memorial Cemetery. She also serves as a member and volunteer with the Quehanna Industrial Development Committee (QIDC).She is also a volunteer at the Centre County Retired and Senior Volunteer Program

Detailed attention to your finances. 

Personal Finances should be just that-Personal. After all, every client's financial situation and goals are different. 

I became a financial advisor to deliver professional advice with a personal touch. Rather than offer cooke-cutter solutions that work for no one, my recommendations are always tailored to the individual and their loved ones. 

I believe that exceeding client expectations is not only my duty, but a key to my success.  In order to continue providing detailed, personal service in the future, I schedule no more than three client appointments each day. This ensures I have enough time to dedicate to my existing clients, and that I serve only those people who are a good fit for my services. 

As a Certified Financial Fiduciary®, I hold myself to the highest standard - the fiduciary standard. As a fiduciary, my recommendations are based solely on what's best for the client-not what's best for me. I'm bound to act in the client's best interest at all times. As a reflection of this, I founded Happy Valley Financial Services on the four core values of integrity, flexibility, commitment, and care. These values guide my actions daily. 

When it comes to preparing for your financial future, I understand that each person’s needs are unique and dynamic, given the pace in which the world changes today. That’s why when we work together, you’ll receive ongoing personalized service. In the industry since 2003 and serving the community as an Allstate Personal Financial Representative since 2015, my ongoing priority is to help you create a holistic financial strategy to achieve the peace of mind you deserve. 

Emanuel Mahand, MSM, CFF, CRC®, CBC™

Registered Investment Advisor/Program Director of Retirement Plans – DE, NJ, NY, PA, and WV

Nationwide Retirement Solutions

Background/Military Career

He was born and raised in Greenville, AL, the eldest of 5 children.  Graduated from Greenville High School in 1988 and immediately joined the US Army as a private.  He served 4 years in the US Army (Active) from 1988 to 1992 at Fort Drum, NY.  He obtained the rank of sergeant, after being promoted in the top percentage of his peer group.  He later joined the US Army Reserves from 1992 to present.  In 2003, he was appointed as a Commissioned Officer in the US Army Reserves.  Major Mahand currently serves as a Logistical Officer for the 78^th Training Division at Fort Dix, NJ.  During his military career, he trained and served in the following locations:  Fort Jackson, SC; Fort Benning, GA; Fort Lee, VA;  Camp Lejeune, NC;  Fort McCoy, WI;  Oversees:  Fort Sherman, Panama ; Sinai, Egypt; El Salvador,  Guantanamo Bay (GTMO), Cuba  and Iraq.  He has been awarded the following awards and decorations (14):  Meritorious Service Medal, Joint Accommodation Medal, Army Accommodation Medal (3), Army Achievement Medal (3), Iraq Campaign Medal, Good Conduct Medal, National Defense Service Medal, Global War on Terrorism Service Medal, Non-Commissioned Officer Professional Development Ribbon, Army Service Ribbon, Overseas Service Ribbon, Army Reserve Component Overseas Training Ribbon, Armed Forces Reserve Medal, Multinational Force and Observers Medal, Army Parachutist Badge. 

Civilian Profession

Emanuel obtained his master’s degree in Management (concentration in Leadership) from The American College.  He has a bachelor’s degree in human resource Mgt. from Troy State University in Montgomery, AL.  After graduating from college, he relocated to Memphis, TN to join American Fidelity Assurance Company as an Account Manager.  In 1999, he joined Nationwide Financial as a Financial Service Representative in Montgomery, AL.  He was promoted to Assistant State Director in 2000; Promoted to State Director of the State of Michigan in 2002; Promoted to Director of Retirement Plans for the State of NY and NJ; served as Program Director of Retirement Plan for Alabama, Mississippi and Louisiana from 2011 – 2013; In July 2014, he was reassigned as Program Director for the State of DE, NJ, NY, PA and WV.  He supervises seven registered representatives with approx. $1.2 billion of assets under management.

Emanuel has represented Nationwide Retirement Solutions throughout the country in conducting retirement workshops for the following organizations:  Alabama Education Association, Alabama State Employees Association, United States Conference of Mayors, New Jersey Conference of Mayors, New Jersey Association of Counties, Professional Firefighters Association of New Jersey, Professional Firefighters of Alabama, Professional Firefighters of Louisiana, National Forum of Black Public Administrators, and NJ State Policemen’s Benevolent Association. 

Emanuel is a passionate public speaker who brings excitement and practical application in helping others to obtain their goals and to live a fulfilled life.   He has served as the keynote speaker at the following events:  Public Schools (Elementary thru High School) in AL, NJ, and PA; class reunions; unions/associations meetings; church events; and military ceremonies.

Education/Licensing:

Master of Science (MS) – Management / Leadership

Bachelor of Science (BS) – Human Resource Management

Associate of Science (AS) – Business Management

Certified Financial Fiduciary

Certified Business Coach, WABC

Certified Retirement Counselor – InFre

Registered Security Licenses (FINRA):  Series 6, 63, 26 and 65

Life and Health Insurance License

Negotiations Training 1 & 2 – BayGroup

T3 Presentation Training

Improv Presentation Training