Bryan Roberts CFP* CHFC

Credentials: 22 Years of Industry Experience (1998), All in same role as a financial advisor, 18 Years with American Heritage Investment and Retirement Center (2002) and with CUNA Brokerage Services (2002), CFP- Certified Financial Planner^TM (2007), CFP Board, Denver, Co (2006), ChFC- Chartered Financial Consultant (2004), American College, Bryn Mawr, PA (2004)
Education: University of Delaware, BS Finance (1998) 
Branches: Carriage House and By Existing Member Client Introduction

Bryan meets with clients on an ongoing basis to build financial plans and investment portfolios and with existing portfolios in an ongoing basis. He also assists with complex questions in the tax and estate planning areas, often with the assistance of the team of outside professionals in these fields*

Bryan is married to his spouse, Abby, and has three children, Cecilia, Watson, and Scarlett. He enjoys running, golf, and his children’s sporting activities.

Rick Whitmire CRPC**

Credentials: Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC, licensed representative of CMFG Life Insurance Company.
Education: CRPC Designation from the College of Financial Planning, Graduate work in Finance at Lehigh University, BA from Messiah College 
Branches: New Britain, Perkasie, Langhorne, Quakertown, Limerick

Rick lives in Pennsylvania with his wife and two children.

Todd Lindemuth CRPC**

Credentials: Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC, licensed representative of CMFG Life Insurance Company.
Education: BA, Delaware Valley University
Branches: Red Lion, Horsham, Rhawn St, Feasterville, Fairless Hills

Todd enjoys spending his free time with his wife, Christy, and dog, Chase. He is a Philadelphia sports fan and is working on improving his golf game.

Tim Quigley

Credentials: Registered representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC, licensed insurance representative of CMFG Life Insurance Company, registered in the following states: PA, NJ, DE, MD, VA, DC, OH, NC, SC, GA, FL & NY
Branches: Market St, Bridge St, Bellmawr, NJ, Market East, South Street/CHOP, Cherry Hill, NJ, William Green Federal Building, CHOP/Main, Custom House, EPA, Spring Garden Street, NSA/Naval Supply Assembly, Hunting Park/Fox St, Roxborough 

Tim is an avid Philadelphia sports fan and enjoys golfing, traveling, and especially spending time with his 5 grandchildren.

Ben Schleicher 

Credentials: CRPC™ Chartered Retirement Planning Counselor™. 10 Years of industry experience (2014), and 9 Years with American Heritage Investment and Retirement Center (2015)
Education: Virginia Polytechnic Institute and State University (Virginia Tech), College of Engineering, BS Aerospace Engineering (2014) minor in Math. Graduate of Virginia Tech’s Corps of Cadets, minor in Leadership.
Branches: Lansdale, East Norriton, King of Prussia, Stowe, Wayne and by existing member client introduction.

Ben and his wife of 10 years (2014) Samantha have three children Claire, Violet, and James and reside in the Lehigh Valley. He enjoys golf, volunteering at his church, and tending to his 60-acre beet farm.