Our Team


Executive Management


Kevin B. Norris

President
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    Kevin Norris is President of Univest’s Wealth Management Division which has more than $3 billion in assets under management and advisement. He relies on more than 30 years of financial experience to drive Univest’s goal-based investment strategy and manage the steady growth of the division. Kevin joined Univest in 2014 through the acquisition of Girard Partners, a wealth management firm he co-founded and for which he continues to serve as president. In addition to overseeing Girard Partners, Kevin also manages Univest Investments, Inc., Retirement Plan Services, Univest Municipal Pension Services and Trust Services. He is also the Chairman of Univest Foundation.

    Before forming Girard Partners in 1996, Kevin held Vice President positions at Black Rock Institutional Management, The Fairfield Group and Beneficial Savings Bank. Kevin holds FINRA Series 6, 7, 24, 53, 63 and 65 licenses. He received a Bachelor of Science degree in business administration from LaSalle University.

    Kevin is active in supporting the local nonprofit community serving as a Board Member and Treasurer for both the Bucks County Choral Society and For Pete’s Sake Cancer Respite Foundation.

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Management


David Geibel

Senior Vice President and 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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William F. Van Sant III, CFP®

Senior Vice President and 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, both part of the Univest Wealth Management Division which has more than $3.0 billion in assets under management and advisement, Bill uses his unique perspective to assess each client’s needs and create a custom approach to helping achieve their financial goals.
    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 enjoys spending time with his family and golfing, although his son is still too young to join him on the greens. He also enjoys working with multiple organizations that support American History and Historic Preservation. Bill also has a voice for radio, sharing his expertise as a regular guest on the WNPV AM 1440 show, Comment Please.

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Thomas J. Crossett

Director of Business Development
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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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Lisa M. Colon

Senior Vice President, Chief Compliance & Operations Officer
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    Lisa is Senior Vice President, Chief Compliance & Operations Officer, where she is responsible for overseeing operations and technology across the firm to enhance the quality of our client relationships. She also serves as the focal point for the firm’s compliance activities, ensuring regulatory adherence with organizations such as the Securities & Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

    Before joining Girard Partners, Lisa cultivated 20 years of broad-based experience in the financial service industry, providing leadership for investment advisors, fund managers, and brokerage firms. She previously served as Chief Operating Officer at Abacus Wealth Partners for four years, and as Senior Vice President for Camelot Investment Advisers, Ltd. for five years. Prior to that, Lisa was Director of Brokerage Operations at PNC Financial Services Group, and Vice President at BlackRock, where she provided compliance, finance, and administration for a $30 billion liquidity group.

    Lisa received a Master of Science in Finance degree from Drexel University, and a Bachelor of Science in Finance degree from Pennsylvania State University.
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