Investment Team

Investment Team


Investment Executive Management


Timothy S. Chubb

Chief Investment Officer, Vice President
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    Analytical by nature, Tim uses this skill in his role as Chief Investment Officer as he oversees the firm’s investment process and creates strategies aimed at meeting the needs of the firm’s clients. He is passionate about sharing his knowledge of financial markets and the economy and how each impact long-term financial aspirations. Tim previously served as a Wealth Advisor at Girard and he continues to be a trusted resource for clients as he crafts comprehensive plans that tackle everything from traditional asset allocation to equity-only strategies.

    Tim previously worked at SEI Investments and Diversified Financial Group, LLC, where he provided financial analysis and commentary on specific investment opportunities and global economic conditions. Tim is a graduate of West Chester University with a B.S. in Finance. He is also a member of the CFA Institute and the CFA Society of Philadelphia.

    When he isn’t researching equities or analyzing the markets, you can find Tim testing his patience either on the golf course or as a Flyers and Eagles fan. Tim lives in West Chester with his wife and bulldog.

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Thomas J. Crossett, MBA

Managing Director, Retirement Plan Services
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    Tom has been in the financial industry for more than 40 years and was one of the founding members of Girard Partners. Tom uses his investment and trust management experience to build creative strategies to inspire the firm’s steady growth. As Senior Vice President and Director of Business Development he strives to understand, anticipate and personalize the needs of current and potential clients.

    Prior to joining the team in 1999, Tom served as Vice President for First Union Bank and Trust. Tom earned a B.S. in Finance from Drexel University and an M.B.A. from Temple University.

    Tom is committed to serving his community and is actively involved with the Joey Casey Memorial Foundation, Liberty Lutheran Services, Norphans Inc. and the North Catholic Soccer Alumni Association.

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David Geibel

Senior Vice President, Managing Director
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    Since joining Girard Partners more than 10 years ago as a wealth advisor, David has worked tirelessly to implement sound investment strategies for clients. Working closely with clients to define their investment needs and goals, David establishes a personalized, comprehensive investment strategy and works with clients throughout the entire investment lifecycle. His goal is to help each client find a better way for doing things.

    His success with clients and active involvement with the Investment Committee contributed to his promotion to Senior Vice President and Managing Director. He leads a team of highly qualified wealth advisors and client relations professionals.
    Prior to joining Girard Partners, David developed investment strategies for institutional clients at BlackRock, Inc. He is a graduate of the Executive Regional Leadership Forum and Cannon Trust School. David earned a B.S. in Finance and Accounting from Drexel University.
    David lives in Malvern with his wife and three sons. When he’s not analyzing the markets, you can find him running Pennsylvania’s many hills and trails as training for his next marathon. It only makes sense the motto he lives by is, “keep moving forward.” David is also a passionate advocate for people with special needs.

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Willliam F. Van Sant, III, CFP®

Senior Vice President, Managing Director
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    Bill manages a growing team of qualified wealth advisors and client relations professionals in providing objective, comprehensive wealth planning, retirement planning, insurance solutions and asset management services to individuals and businesses. As a Senior Vice President and Managing Director for Univest Investments, Inc. and Girard Partners, Bill uses his unique perspective to assess each client’s needs and create a custom approach to helping achieve their financial goals. Bill is also the Executive Director of the Univest Foundation.

    Bill received his bachelor’s degree in Economics from Ursinus College and holds FINRA licenses 7, 63, 24, and 51 along with the Pennsylvania Life, Accident, and Health Insurance license. Bill also holds the designation of Certified Financial Planner (CFP®). Bill contributes to various financial news outlets such as Kiplinger’s, CNN Money, U.S. News & World Report, and is also a regular guest on the WNPV AM 1440 show, Comment Please.

    Outside of work, Bill enjoys spending time with his wife and two young boys, golfing, and working with organizations that support American History and Historic Preservation.

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Pennsylvania Advisors


John E. Ashcroft, CRPC®, CFP®

Vice President, Wealth Advisor

Joseph Benner, CFP®, MBA

Vice President, Wealth Advisor
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    Joe combines his passion for helping people pursue their dreams with the power of wealth management. As a Certified Financial Planner® with more than 10 years in the financial services industry, Joe uses his knowledge and experience to create custom financial plans to help his clients build and preserve their wealth.

    Prior to his current role, Joe was a financial sales manager with Merrill Lynch. He is a graduate of Muhlenberg College where he earned a bachelor’s degree in business administration. He obtained his MBA from LaSalle University. He also has his FINRA securities 7, 9, 10, and 66 licenses as well as the Pennsylvania Life, Accident and Health Insurance license.

    Joe firmly believes that time is our most valuable asset, so when not working hard to help his clients pursue their financial dreams, he is dedicated to spending time with his family. He lives in Pipersville in Bucks County and prides himself on being a loving husband to his wife, Danielle, and a dedicated father to his young daughter, Lily.

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Christopher M. Briscoe, CFP®

Vice President, Wealth Advisor
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    Creating financial plans that are customized to meet each of his clients’ goal and risk tolerance is Chris’ area of expertise. As a Certified Financial Planner® with more than 15 years in the industry, Chris uses his knowledge and experience to help clients define their investment needs and determine the best way to achieve their goals. As a vice president and wealth advisor, Chris is committed to being a reliable, trusted resource to his clients.

    Chris developed a solid reputation while advising clients at JP Morgan Chase Bank and Merrill Lynch Trust Company. He is a graduate of the University of Delaware where he earned a bachelor’s degree in finance.

    Chris and his wife Shannon have two children and live in Holland, Pa. When he isn’t drafting a financial plan, you can find him on the soccer field as a coach for both of his kids’ teams.
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Gary Brown

Senior Vice President, Wealth Advisor
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    With more than 25 years in the financial services industry, Gary has created a legacy of being a reliable, trusted resource for his clients. As a Senior Vice President and Wealth Advisor, Gary specializes in financial planning and focuses on forming close relationships with his clients which gives him the ability to create comprehensive investment plans to help achieve varied financial goals from traveling in retirement to paying for college tuition and weddings. A longtime employee, Gary has seen the Univest Wealth Management Division grow over the years including the addition of Girard Partners which serves as a boutique firm within the Univest Wealth Management Division.

    Gary holds a bachelor’s degree from Temple University and a graduate degree in commercial banking from the University of Oklahoma. He is also a graduate of the Commercial Banking School at Bucknell University and has obtained his insurance and investment licenses. He completed private banking programs at Duke University and Emory University.

    Gary is actively involved in the community, serving on the Board of Directors for Peaceful Living. He is also a board trustee for the North Penn YMCA and a member of the Allocations Committee for the North Penn United Way. When he isn’t serving his clients or his community, you can find Gary working on his golf game.

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Edward Clewell, AAMS®

Vice President, Wealth Advisor
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    Ed sees his talent for being an effective listener as a key to his success in helping his clients achieve their financial goals – it is a skill he has honed during more than 20 years in the financial services industry. Ed stresses the importance of looking at the full picture to get a complete understanding of his clients’ needs. As a Vice President and Wealth Advisor for Girard Partners, Ed creates comprehensive plans that tackle everything from asset allocation to retirement and college planning.

    He holds FINRA Series licenses 6, 7, 63 and 65 (Registered Investment Advisor), Pennsylvania Life, Fixed and Variable Annuity licenses and the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. He is also a member of the College for Financial Planning Alumni Association.

    Ed’s listening and planning skills also work to his benefit on the field as a coach for youth sports teams in the Lehigh Valley, where he has been a resident his entire life, and currently lives with his wife and two children. Ed is active in the community and currently serves on the finance and investment committee for Valley Youth House, a local nonprofit. His passion for sports and his family is matched with a firm belief that the best way to achieve financial goals it to develop a long-term plan with a trusted advisor.

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Randy Faulkner, MBA

Vice President, Wealth Advisor
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    As a wealth advisor for Girard Partners, a Univest Wealth Management Firm, Randy is committed to being a reliable, trusted resource to his clients by helping them define their investment needs and establishing a personalized, comprehensive investment plan to help achieve those goals. His clients benefit from the vast financial resources offered by Univest including investments, retirement income planning, trust services, lending, insurance, and banking solutions.

    Randy has more than 10 years of experience in the financial services industry. Prior to joining Univest, Randy had a career in finance and handled accounting and sales. He graduated from Shippensburg University with a bachelor’s degree in accounting and finance and earned his MBA from Rider University. Randy holds FINRA Series licenses 7, 6, 63 and 65 as well as the Pennsylvania Life, Accident, and Health Insurance license. He also serves on the Perkasie Borough Council.

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Kathleen Q. Fay, CFP®

Vice President, Wealth Advisor
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    Kate has more than 17 years of experience advising clients in a variety of situations during both good and bad markets. Her vast experience allows her to be empathetic and understanding which serves as the foundation for her personal approach to client relationships and managing investments. As a Vice President and Wealth Advisor for Girard Partners, she provides comprehensive financial plans for clients that allow her to develop a strong relationship with them over time.

    As a member of the firm’s investment committee, one of her key roles is performing due diligence in security selections, specifically with equities, mutual funds, and ETF’s. Before joining Girard Partners in 2004, Kate served as an Investment Consultant for Charles Schwab Corp. where she was awarded the 2003 Client Excellence in Service Award and the 2001 Lifesaver Award. Kate is a graduate of the University of Delaware and holds FINRA Series 7, 63, and 65 licenses in addition to the Certified Financial Planner (CFP®) designation.

    When not advising clients, Kate spends summertime at the New Jersey shore with her husband and three young children. An avid Philadelphia sports fan, she has held Eagles season tickets since 2002 and considers her teams’ televised games the best form of reality programming.

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Jim Jacobson, CFP®

Senior Vice President, Wealth Advisor
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    As a senior vice president and wealth advisor for Girard Partners, a Univest Wealth Management Firm, Jim specializes in financial planning, investment management and fiduciary needs. He is committed to being a reliable, trusted resource to his clients by helping them define their investment needs and goals and establishing a personalized, comprehensive investment plan to help achieve those goals. His clients benefit from the vast financial resources offered by Univest including investments, retirement income planning, trust services, lending, insurance, and banking solutions.

    Jim has more than 25 years of experience in the financial services industry. Prior to joining Univest, Jim was a branch manager and senior investment specialist for Charles Schwab. He received his bachelor’s degree in finance from Bradley University. He also holds FINRA Series licenses 7, 8, 63 and 65 as well as Pennsylvania Life, Accident, and Health Insurance license. Jim also holds the designation of Certified Financial Planner (CFP®).

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Curtis Johnston

Vice President, Wealth Advisor
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    Curt Johnston is a wealth advisor for Univest Investments, Inc., part of the Univest Wealth Management Division, and specializes in financial planning, investment management and fiduciary needs. Curt is committed to being a reliable, trusted resource to his clients by helping them define their investment needs and establishing a personalized, comprehensive investment plan to help them achieve those goals. His clients benefit from the vast financial resources offered by Univest including investments, retirement income planning, trust services, lending, insurance, and banking solutions.

    Curt has more than ten years of experience in the financial services industry. Prior to joining Univest, Curt worked as a financial advisor for MetLife. He received his bachelor’s degree from Penn State University and holds FINRA Series licenses 7, 63 and 65 as well as Pennsylvania and New Jersey Life, Accident, and Health Insurance licenses.

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Roberta J. Kessler

Vice President, Wealth Advisor
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    As a wealth advisor for Girard Partners, a Univest Wealth Management Firm, Roberta specializes in financial planning, investment management and fiduciary needs. She is committed to being a reliable, trusted resource to her clients by helping them define their investment needs and goals and establishing a personalized, comprehensive investment plan to help achieve those goals. Her clients benefit from the vast financial resources offered by Univest including investments, retirement income planning, trust services, lending, insurance, and banking solutions.

    Roberta has more than 30 years of experience in the financial services industry. Prior to joining Univest, she worked as a financial advisor for First Trust Financial and Key Investments. She holds FINRA Series licenses 6, 7, 63 and 65 as well as Pennsylvania and New York Life, Accident and Health Insurance licenses. Roberta is an active member of the Central Bucks Chamber of Commerce’s Women in Business group and Warrington Fellowship Church.

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Cathy Rahab

Vice President, Wealth Advisor
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    With nearly 28 years of experience managing and servicing investment portfolios, Cathy uses her knowledge to evaluate and understand each client’s needs and risk tolerance in order to create custom investment strategies. She stresses the importance of establishing long-term goals and objectives while balancing them with short-term realities. As a Vice President and Wealth Advisor, she strives to develop meaningful relationships aimed at meeting client’s financial goals.

    Previously, Cathy served as a Senior Vice President and Director at Evergreen Investments. Cathy is a graduate of Villanova University’s College of Commerce and Finance and holds a B.S. in Business Administration.

    Cathy is passionate about expanding mental health research and championing the need for eliminating the associated stigma. Cathy is also a board member of the Philadelphia Skating Club where she heads the Ice and Coach Committee. She loves the arts, spending time with her two daughters and enjoys gardening at her home in Berwyn, Pa.

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T. Wesley Remmey

Wealth Advisor
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    As a wealth advisor for Girard Partners, a Univest Wealth Management Firm, Wes specializes in financial planning, investment management and fiduciary needs. Wes is committed to being a reliable, trusted resource to his clients by helping them define their investment needs and goals and establishing a personalized, comprehensive investment plan to help achieve those goals. His clients benefit from the vast financial resources offered by Univest including investments, retirement income planning, trust services, lending, insurance, and banking solutions.

    Wes has more than 30 years of experience in the financial services industry. Prior to joining Univest, Wes was an exclusive financial specialist with Allstate Financial Services, LLC. Wes received his bachelor’s degree in finance and economics from Penn State University and holds FINRA licenses 7 and 63 along with the Pennsylvania Life, Accident, and Health Insurance license.

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Ryan Roy, MBA

Vice President, Wealth Advisor
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    Ryan is a servant leader who is passionate about building relationships, creating efficiencies, and enjoys complex problem solving to meet his client’s unique wealth management needs. Since 2011, Ryan has served as a consultant for Girard Partners and joined the team full-time as a Wealth Advisor in 2018.

    After obtaining his bachelor’s degree from Messiah College and his MBA from Regent University, Ryan spent 13 years in banking and financial investment advisory services. Then in 2010, Ryan became co-owner and CEO of a non-medical senior home care business based in Lancaster PA to which he sold his share of the business in 2017. Most recently, Ryan served as CFO of Wakeen Enterprise, LLC where he managed the financials of three for-profit businesses and a non-profit organization.

    Ryan resides in Dillsburg, Pa. with his wife and three daughters. They are active members of their local church where Ryan has served as board member since 2010.

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Jordan Sowhanger, CFP®

Wealth Advisor
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    As a wealth advisor for Girard Partners, a Univest Wealth Management Firm, Jordan specializes in financial planning, investment management and fiduciary needs. She is committed to being a reliable, trusted resource to her clients by helping them define their investment needs and goals and establishing a personalized, comprehensive investment plan to help achieve those goals. Her clients benefit from the vast financial resources offered by Univest including investments, retirement income planning, trust services, lending, insurance, and banking solutions.

    Jordan has more than 7 years of experience in the financial services industry. She received her bachelor’s degree in finance from Penn State University and holds FINRA Series licenses 7 and 66 as well as the Pennsylvania Life, Accident and Health Insurance license. She also holds the designation of Certified Financial Planner (CFP®). Jordan is actively involved in her community and serves on the women’s conference committee for the Greater Montgomery Chamber of Commerce.

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James Spindler, CFP®

Senior Vice President, Wealth Advisor
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    With more than 20 years of experience in the financial services industry, Jim knows the importance of holistic financial planning. As a Senior Vice president and Wealth Advisor for Girard Partners, he works closely with his clients to create investment strategies that serve their unique needs and prepare for all of their financial goals.

    Prior to joining Univest, he was district vice president for a national brokerage firm, where he was responsible for the operations and sales of 16 branch offices. He is a graduate of Shippensburg University where he earned a bachelor’s degree in finance. He has obtained his securities licenses as well as the Pennsylvania Life, Accident and Health Insurance license. He also holds the Certified Financial Planner (CFP®) designation.

    Jim is a committed husband and father and his two daughter’s many activities including soccer, basketball, dance and horse-back riding keep him busy. Jim is also a dedicated Philadelphia sports fan and especially enjoys cheering on the Eagles and Flyers. He is active in his local community, serving as a board member for the Pennridge Chamber of Commerce.

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Michael M. Stewart, CFP®

Vice President, Wealth Advisor
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    As a wealth advisor for Girard Partners, a Univest Wealth Management Firm, Mike specializes in financial planning, investment management and fiduciary needs. Mike is committed to being a reliable, trusted resource to his clients by helping them define their investment needs and goals and establishing a personalized, comprehensive investment plan to help achieve those goals. His clients benefit from the vast financial resources offered by Univest including investments, retirement income planning, trust services, lending, insurance, and banking solutions.

    Mike has more than 25 years of experience in the financial services industry. Prior to joining Univest, Mike worked as a financial advisor for Merrill Lynch. He received his bachelor’s degree from Ursinus College and holds FINRA Series licenses 7 and 63 as well as the Pennsylvania Life, Accident and Health Insurance license. He also holds the designation of Certified Financial Planner (CFP®).

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Kelly M. Welch

Wealth Advisor
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    Since joining the team as an intern, Kelly proved to be a valuable asset to both the internal team and clients. She uses her talent for research and analytics as a Wealth Advisor Associate for Girard Partners. Kelly also handles portfolio management, making necessary adjustments and allocations to meet the specific objectives of each client.

    Kelly is a graduate of West Chester University with a B.S. in Finance and enjoyed spending a semester abroad in Florence, Italy.

    When taking a break from research and analytics, Kelly spends time with her family in Long Beach Island, New Jersey. She also loves music and plays the piano. Kelly resides in Conshohocken where you can often find her shopping or, during football season, cheering on the Eagles.

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Jonathan Cahill

Wealth Advisor Associate

Pawel A. Durka

Wealth Advisor Associate

Nathan A. Rosenberg

Wealth Advisor Associate
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    As a wealth advisor associate, Nate uses his analytical skills to assist with portfolio management and research. His diligent attention to detail serves him well in the client review process as he helps ensure proper plans are in place to achieve client’s goals.

    Nate has more than five years of experience in the financial services industry. He earned a bachelor’s degree in finance from Indiana University of Pennsylvania and holds FINRA series 7, 66 and the Pennsylvania Life, Accident and Health Insurance licenses. He previously worked as a consultant at Clermont Partners in Chicago. Outside of work, Nate volunteers at Ivy Hill Therapeutic Equestrian Center which is near his home in Perkasie, Bucks County.

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Patrick Sabol

Wealth Advisor Associate
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    Patrick uses his experience in portfolio management and investment research to regularly analyze client portfolios. As a Wealth Advisor Associate he rebalances portfolios and assists in creating financial plans aimed at meeting each client’s unique goals.

    Patrick is a graduate of Franciscan University in Steubenville, Ohio where he earned a bachelor’s degree in finance. Upon graduation he spent a year teaching business and English in Juba, South Sudan before entering the financial services industry full-time. Patrick previously worked for SEI Investments where he was an operational liaison for high-net-worth advisory firms across the east coast.

    He currently resides in the Manayunk neighborhood of Philadelphia and enjoys spending his free time outdoors and relaxing with family and friends.

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Stefan A. Szygiel

Wealth Advisor Associate
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    As a Wealth Advisor Associate, Stefan assists with portfolio management, research and the client review process to help develop a customized financial plan for each client. His ability to successfully build and maintain long-term relationships stems from his coaching background and passion for wanting to help others.

    Stefan is a graduate of Arcadia University where he earned a bachelor’s degree in international business. He went on to obtain a master’s degree from La Salle University. In addition, he holds his FINRA Series 7 and 66 licenses.

    When he’s not helping his clients achieve their financial goals, Stefan loves to play golf and watch soccer. As an avid soccer player for most of his life, he now serves as the Head Coach of Boys Soccer at Central Bucks West, his alma mater. Stefan lives in Doylestown with his wife and enjoys traveling as much as possible.

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Florida Advisors


Michael McCort, AAMS®, FPQP®

Vice President, Wealth Advisor
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    Mike uses his 20 years of experience and strong knowledge of the markets to create investment strategies for high net worth clients. As a Vice President and Wealth Advisor for Girard Partners, Mike focuses on building a deep relationship with each client allowing him to truly understand their financial objectives. Mike works out of the Fort Myers, Florida office which opened in 2009. In addition to serving clients, Mike is actively involved in the Investment Committee and plays an integral role in developing the firm’s equities strategy.
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Matt Stratton, CRPC®, APMA®

Vice President, Wealth Advisor
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    Innovative and resourceful, Matt has a unique ability to identify opportunities for clients which he puts to use as a Vice President and Wealth Advisor for Girard Partners. With nearly 20 years of experience in the financial services industry, Matt has an excellent understanding of today’s business conditions which helps him offer clients a multifaceted perspective and provide personalized financial solutions.

    Before joining Girard Partners, Matt spent more than 10 years working for Charles Schwab and Co, Inc. and most recently served as partner and Wealth Advisor for Stratos Wealth Partners. He has obtained his FINRA series 7, 9, 10, 31 and 63 licenses as well as the Life and Health Insurance license. Matt earned his bachelor’s degree from Saint Joseph’s College.

    When he isn’t buried in market research and analysis, you can find him in the kitchen cooking for his wife and son. Matt Lives in Fort Myers, Florida where he enjoys fishing and scuba diving.

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