Wealth Advisory Team

Wealth Advisory Team


Pennsylvania Advisors


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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Joseph R. Benner

Vice President, Wealth Advisor
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    Passionate by nature, Joe channels that energy to help people pursue their dreams through the power of wealth management. 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. With more than $650 million in assets under management, Girard Partners serves as a boutique firm within the Univest Wealth Management Division which has more than $3.0 billion in assets under management and advisement. As a Vice President and Wealth Advisor for Girard Partners, Joe is a diligent advocate in ensuring his clients have a solid financial plan in place.

    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 is currently working towards his MBA at LaSalle University. He has obtained 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, and a dedicated father to his young daughter.

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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 E. 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 to where it currently stands with more than $3.0 billion in assets under management and advisement. With more than $650 million in assets under management, Girard Partners 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.

    Gary is actively involved in the community, serving on the Board of Directors for the Penn Suburban Chamber of Commerce and the Montgomery County Bar Foundation. 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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Timothy S. Chubb

Vice President, Wealth Advisor
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    Analytical by nature, Tim uses this skill to truly understand the needs of his clients and create investment strategies aimed at meeting their specific goals. Serving as a wealth advisor, Tim uses his passion for investing to craft comprehensive plans that tackle everything from traditional asset allocation to equity-only strategies.
    In addition to being a trusted resource for his clients, he is also a thought leader for the Investment Committee contributing valuable insight on equity research. 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.

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Ed Clewell, AMMS

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 19 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. With more than $650 million in assets under management, Girard Partners serves as a boutique firm within the Univest Wealth Management Division which has more than $3.0 billion in assets under management and advisement.

    He holds FINRA Series licenses 6, 7, 63 and 65, 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. 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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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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Daniel Larsen, CFA

Vice President, Wealth Advisor
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    With a keen focus on listening, Daniel is able to really understand his client’s needs and goals in order to create custom financial plans. As a Vice President and Wealth Advisor at Girard Partners, Daniel brings more than 15 years of experience working with high net worth families to manage all areas of their financial lives. He firmly believes in taking a collaborative approach to working with clients and serving as a reliable, trusted resource. Daniel graduated from Colgate University and earned the Chartered Financial Analyst (CFA) designation. When Daniel isn’t creating a financial plan, you can find him cheering on his beloved Red Sox, playing tennis or golfing. Daniel resides in Newtown, Pennsylvania with his wife and son. He lives by the motto, “Change the way you see things and the things you see will change.”

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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. With more than $650 million in assets under management, Girard Partners serves as a boutique firm within the Univest Wealth Management Division which has more than $3.0 billion in assets under management and advisement. As a Vice President and Wealth Advisor, she strives to develop long-term 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 teenage daughters and enjoys gardening at her home in Berwyn.

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James M. 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. With more than $650 million in assets under management, Girard Partners serves as a boutique firm within the Univest Wealth Management Division which has more than $3.0 billion in assets under management and advisement.
    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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Kelly M. Welch

Wealth Advisor Associate
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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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Nate Rosenberg

Wealth Advisor Associate
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    Diligent and analytical, Nate uses these traits to assist with portfolio management and research in his role as Wealth Advisor Associate. His 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 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, he enjoys Muay Thai kickboxing and rock climbing. Nate is also a volunteer 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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Max Sataloff

Wealth Advisor Associate
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    To make the best decisions in any aspect of life, one must have the best information. This belief guides Max to take a listen first, talk second strategy when it comes to building relationships with his clients. As a Wealth Advisor Associate, Max implements thorough and comprehensive financial plans for clients with the understanding that meeting investment goals is an ongoing and disciplined process. He is committed to being both proactive and responsive to his clients’ ever-changing financial needs.

    Max earned his bachelor’s degree from Gettysburg College where he studied political science and business. He also holds FINRA series 7, 66 and the Pennsylvania Life, Accident and Health Insurance licenses.

    When not working with clients or supporting the team, Max puts his ambitious nature to use volun-teering for a local club wrestling team. A resident of Philadelphia, he enjoys outdoor activities and at-tending sporting events.

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Florida Advisors


Michael McCort, AAMS®, RP®

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

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. With more than $650 million in assets under management, Girard Partners serves as a boutique firm within the Univest Wealth Management Division which has more than $3.0 billion in assets under management and advisement.

    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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