IRC Advisors

bryan_roberts_Investment

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 PlannerTM (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.

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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.

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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.

 

 

 

 

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FR-3583802.1-0521-0623

Important Disclaimers

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed  affiliates. American Heritage Credit Union and The American Heritage Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using American Heritage Investment & Retirement Center, and may also be employees of American Heritage Credit Union. These products and services are being offered through LPL or its affiliates, which are  separate entities from, and not affiliates of, American Heritage Credit Union or American Heritage Investment & Retirement Center. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associates with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

**CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®.

***Consult your tax advisor.