Each teammate brings a unique skillset, but a common mindset:
Help our clients experience their ideal retirement life.
Owen Mulhern, CFP®
Partner, Wealth Coach
Owen launched Financial Coach with Jeff more than 20 years ago. He is a creative coach who does his best work on the whiteboard – developing, teaching, and executing thoughtful strategies and plans with our clients and our team.
Outside the office, you might find Owen serving on the board at Whitford Country Club, playing competitive golf tournaments, coaching lacrosse, and watching his kids compete in sports.
Jeff Mastronardo, CFP®
Partner, Wealth Coach
With more than 20 years of experience as an advisor, Jeff enjoys building awesome, long-lasting friendships with his clients. In a world full of BS, he’s the kind of friend who gives you caring and honest advice without all the fluff.
Outside the office, you might find Jeff at a hockey rink, basketball court, or a local stage watching his kids play and perform. When he’s not there, he’s probably watching a Phillies/Eagles game with friends and family.
Mike Traynor, CFA, MBA
Partner, Investment Officer
Mike is the go-to-guy for managing portfolios and helping our advisory team make well-informed investment and business decisions. With over 30 years in the investment industry, he has a knack for filtering out the noise to focus on what brings real value to our clients. Mike graduated from Boston College, holds an MBA from Villanova University, and is a Chartered Financial Analyst®. He has held leadership positions at Vanguard, Susquehanna International Group, the National Stock Exchange, among others.
Outside the office, you might find Mike playing hockey at local rinks, visiting his kids at the University of South Carolina, or spending time in Avalon, NJ.
Meghan Tait, CFP®
Partner, Wealth Coach
For more than 13 years at Financial Coach, Meghan has served the role of our “Voice of Reason.” As an advisor and a leader, she’s poised, thoughtful, and skilled at distilling complex information into simple ideas, clear plans, and sound decisions.
Outside the office, you might find Meg traveling the world – whether it’s on a boat by Croatia, under an igloo in Scandinavia, or on an African safari, be sure to ask Meg for some notes on your next trip.
Kevin Janiec, CFP®, MBA
Wealth Coach
After several years as an advisor/leader at Vanguard, Kevin joined our team on a mission to maximize every client’s retirement experience. Kevin especially loves helping clients think about how to use their money in a way that brings them more joy and fulfillment.
Outside the office, you might find Kevin coaching pee-wee sports, hosting family and friends at his home in West Chester, or getting the dance floor going at a wedding.
Kevin has also published a children’s book, Charlie Buys a Bike, to teach young kids the importance of saving money.
Olivia Kirchner, CRPC ®
Operations & Service Coordinator
For 10+ years, Olivia has served as our friendly, organized, detail-oriented pro who keeps clients smiling, accounts updated, and our team running smoothly. She plays an instrumental part in every client’s experience.
Outside the office, you might find Liv chasing around a toddler or taking her other daughter to Cheer practice. When she’s not doing that, she’s putting on a little country music and spending quality time with friends and family at the beach or around a firepit.
Becky Mulhern, IACCP®
Compliance Officer
For 15+ years, Becky has ensured that we consistently deliver sound recommendations and execute processes in the best interest of our clients. In a constantly evolving industry, she helps our business stay on the cutting edge while remaining aligned with applicable laws and regulations.
Outside the office, you might find Becky delving deep into a true crime podcast, getting creative in the kitchen, or cheering on the Eagles or Phillies with her husband and kids in their hometown of Media.