Member Directory

Rep Roster

Mr. TC Cuthbertson

TC Cuthbertson CEO and Founder AisleGo App

Tech Entrepreneur and Small Business Owner

EventRoostr.com

AisleGo.com 

E-mail

Ms Judith Danko

Mr. Bill Dannehower

Mr. Jeff Darwak

Mr. Ron Davis
Dir.of Diversity & Community Development

Ms Sandra Davis

Mr. William F. Davis

Teaching and training are fundamentals of Bill’s professional and personal life, both as a financial advisor and a coach.

After receiving an undergraduate degree from La Salle University and a graduate degree from Temple University, he returned to both colleges as an adjunct professor.

While working within the training and learning department with investment firm Janney Montgomery Scott in Philadelphia, Bill realized the need for comprehensive, fee-only financial planning and was encouraged by his manager to pursue an advisory career – that was in 2010. And he has never looked back.

Bill has since built his practice client-by-client, in financial planning roles for both Apex Financial Advisors and Ameriprise Financial; he has consistently been named Five Star Wealth Manager in 2020, 2021 and 2022. In 2023, Bill joined Vericrest Private Wealth.

He has completed the Financial Planning Program at The American College and holds the CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™, and Accredited Portfolio Management Advisor™ designations, as well as the Series 65 Uniform Investment Advisor license.

Bill is a former Executive Board Member of the Langhorne Athletic Association, where he continues to coach baseball; he has been involved in the organization since 2008. He has also served on the board for the Newtown Rock Softball Association where he coached softball for 7 years (2015-2022).

Currently, Bill is an Executive Board Member for the Lower Bucks Chamber of Commerce and the Going Beyond Assistance Program.

E-mail

Ms Victoria Dawson

Mr Jeremy Deck
VP Employee Benefits

Mr. Hank DeGeorge

Sarah DelGuercio

Ms. Carmella Dennis
Human Resources Representative

Ms. Alison DePaul-Schmitt

Ms. Sonali Deshpande

Mr. Joseph DeSimone

Mr Joe DeZutel

Mr. Frank DiCianni

Ms Joanne Dickerson
Event Sales

Mr Joseph Dieso
Branch Manager

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