460 East Swedesford Road
Graduate of Saint Joseph’s University with a Masters of Science degree with a major in Financial Services; and a Bachelor of Science degree with a major in Management. Graduate of the University of California Irvine CFP®...
Vice President, Financial Consultant
Employed by MAGIS Financial Partners since 1977. Graduated with a degree in Business Administration from Temple University in 1981 with concentrations in Accounting, Finance, and Taxes. Satisfied, via examination in 1981, the...
Lisa Karlin has 30+ years’ experience in the investment, retirement plan and insurance arenas providing customized financial solutions for individuals and businesses. To provide the highest level of service, Lisa works closely with...
Sean Ryan has a well-rounded background within the investment and financial services industries. He has managed assets for high-net worth individuals and institutions; and he has served as a consultant with several top-investment...
Client Service Associate
Studied at Shippensburg University and Pennsylvania State University. Has been employed by MAGIS Financial Partners since 2014. Conducts financial analysis of all 401(k) plans current and available investments. Microsoft Certified...
Advanced Secretarial Certification from Katharine Gibbs, 1985. Employed with firm since February, 1992.
Graduated from St. Lawrence University. B.A. in Economics. Completed Series 11 exam. Has been working at MAGIS Financial Partners since July of 2008.
Registered Client Associate
Graduated from the University of Maryland/College Park in 1991. Majored in Government & Politics with Minor in Economics. Started in the financial service industry in 1992. Has been working at MAGIS Financial Partners since Oct., 2011....
Graduated Summa Cum Laude from Adelphi University. Double major in Finance and Economics. Completed Series 7 exam. Member Beta Gamma Sigma International Business Honor Society. Has been working at MAGIS Financial Partners since 2011.