Good Life Companies is a result of the culmination of a small group of Financial Advisors that came together to create a platform and culture for other Financial Advisors that are also in the pursuit of their own vision of the Good Life. By providing an exemplary level of service and support, our mission is to aid in the streamlining of business operations and day-to-day activities of our affiliated Advisors. This streamlining moves to modernize the way Financial Advisors function and simplify their daily activities. By simplifying the processes of Advisors and Insurance Agents alike, providing a high level of support and access to industry leading technology, the jobs of our affiliates are structured so that he or she may have the benefit of more time and more control over his or her operation.
At Good Life, we pride ourselves in the philosophy with which so many of us grew up. Hard, diligent work produces results. Coupled with a contemporary perspective and usage of efficient technology, we bring our blue-collar work ethic to a white-collar industry. Through our deep-seeded core values we believe that it is in all of our best interest to put our best foot forward both professionally and personally to provide the highest level of service we can to our customers, the American public. We do this in the pursuit to not only lead a Good Life, but a great one.
- Conor DelaneyFounder & CEO
Conor Delaney founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors that wanted a turn-key solution to support their independent financial advisory practice. Mr. Delaney, along with his partner Courtnie Nein, began developing procedures, products and support which became the foundation for the offering at Good Life today. Prior to that, he served as both a financial advisors and branch manager for Waddell & Reed Financial Services since 2005. He graduated from Alvernia University, Reading, Pennsylvania, with degrees in Accounting and in Business Management. Mr. Delaney was a graduate of Red Bank Catholic High School, Red Bank, New Jersey.
After losing his father prematurely while in high school, Mr. Delaney entered the financial services industry full time as a sophomore in college, obtaining both his securities registrations and insurance licenses while remaining a full time student and NCAA athlete. He began his private practice first before eventually joining Courtnie Nein in 2007, beginning a successful partnership that led the team to found Good Life Financial Advisors, giving them the ability to do more for their current and future clients, while also creating the opportunity to roll out a national platform that is intuitively designed to accommodate successful advisors who share in the same desire - serving their clients, community and family.
Mr. Delaney was also the driver behind creating Good Life Advisors, the Advisor Owned RIA. Again noticing a demand in the marketplace, a specialized model was created which afforded independent IAR’s the ability to own a piece of the RIA instead of just utilizing the RIA for the compliance services. He believes his responsibility is not just to oversee a company that delivers a great product to advisors looking to go independent, but also to help create more wealth for the advisor team by developing new assets and ideas for the firm. He believes in creating jobs and opportunity in communities around the country. To execute on this large responsibility, Mr. Delaney has surrounded himself with an executive team that includes veteran industry professionals and people with a long-established track history of building great companies in various marketplaces in the country.
Delaney married his college sweetheart, Liz, in 2008. They have three children: Blake Seraphina, Rhys Brian and Elena Rae. They enjoy distance running as a family and spending time with their brothers, sister, and nieces in New Jersey. Delaney is also a volunteer board member at the YMCA, and an active participant in the Lions Club, Greater Reading Chamber of Commerce and the Alvernia Alumni Association.
- Courtnie NeinCo-Founder & President
Courtnie Nein co-founded The Good Life Companies in 2012. Once the need in the marketplace had been identified, Ms. Nein was tasked primarily with creating all of the infrastructure, procedures, policies, and offerings for the company that would eventually be what it is today. Prior to founding the company, Courtnie practiced as an advisor with Conor Delaney at Waddell & Reed.
Ms. Nein attended Syracuse University on a full-tuition field hockey scholarship where she graduated within three and a half years with a degree in marketing management. She obtained her securities registrations and insurance licenses during her final semester at Syracuse before joining Mr. Delaney at Waddell & Reed. Ms. Nein grew up in Leesport, Pennsylvania, in a large family business, which provided her with the foundation for becoming the prominent business leader she is today.
Ms. Nein oversees most of the operations at The Good Life Companies on a day to day basis. Like Delaney, she believes in servant leadership. While the growing number of employees at the company report largely to her, she can say without a doubt that she has sat in their chair. As the company has grown, she has become more of a manager and a leader but Ms. Nein is one of only a few that can say that have served in every capacity at the firm. Today, her commitments include overseeing the new advisor training program, the on-boarding to LPL Financial and The Good Life Companies, the transition department, and she manages the daily operations of the RIA. She also runs the day-to-day operations for Mr. Delaney and her wealth management practice.
Courtnie married her long time love, Justinn, in September 2009. They have two sons, Graham and Colt. Courtnie enjoys working out, cooking and spending time with family and friends. Courtnie was past president of Spring Township Centennial Rotary Club and currently coaches her son’s soccer team.
HR & Accounting
- Aelish BrooksDirector of Human Resources & Controller
Aelish Brooks joined Good Life Companies in 2014 as the second full time hire for transition support. Aelish went on to serve as a support to Otis in business development where she focused on the onboarding process of all new advisors from start to finish. In her most current position, Aelish oversees human resources, payroll and runs all financial aspects of The Good Life Companies.
Aelish received her both her Bachelor's and Master's Degrees at Alvernia University, where the focus of her studies were Business Administration and Management. Her previous work experience includes working nearly a decade as a business analyst for a large manufacturing firm.
Aelish and her husband Noah enjoy traveling abroad as often as possible. They relish the opportunity to learn about new cultures and customs from around the world.
- Barbara Jean HeckmanExecutive Assistant
Barbara Jean joined Good Life Companies in 2018. Originally from Upstate New York, Barbara Jean studied Business Administration and Pre-Law at RIT and Cornell. She has worked for various companies and agencies including West Point, IBM, Raytheon, Cornell University, Rochester Institute of Technology and several law firms. More recently, she served as administrative assistant to the principal at Berks Career and Technology Center in Oley. With over 30 years of experience, Barbara Jean looks forward to assisting clients and teammates alike with anything they may need at the Good Life office.
Barbara Jean is married to Todd Heckman, a retired Police Chief, who now teaches Protective Services and Law at Berks Career and Technology Center. Barbara Jean and Todd have three children, Elizabeth, Ainsley and Alex. Elizabeth graduated from Villanova University with a Masters in Theology and is employed as Director of Life Teen Ministry at Good Shepherd and St. Theresa's Parishes. Ainsley recently launched her own business, working as the lead designer at Sizzle Marketing and Web Design. Alex is in his senior year at Hofstra University, majoring in Computer Science and Cybersecurity and minoring in Physics.
In her free time, Barbara Jean has a successful seamstress business, loves to paint, ski, and tries to spend as much time as possible outdoors. For the last nine years, she has also volunteered as a set designer and costume creator for over 16 plays and musicals at local high school and community theaters – affectionately earning the title “Cast Mom".
Business Development & Marketing
Otis Jacobs joined The Good Life Companies as Vice President and Director of Business Development in April of 2015. Mr. Jacobs, a nationally known corporate recruiter and business developer, previously held positions with the nation’s leading business-development teams at LPL Financial and National Retirement Partners (NRP) before it was acquired by LPL Financial. Otis was part of the business development team at NRP when it was named Inc. 500’s fastest-growing, privately held financial-services company. Within the sales units Otis has been affiliated with he is known as a “rain maker.” He uses natural sales ability mixed with today’s technology and traditional sales techniques to aid in the growth of both The Good Life Companies, as well as individual practices.
Otis is tasked with the overall growth of The Good Life Companies. Otis believes in the value of affiliating with the nations leading turnkey independent solution. He joined the company following a very successful corporate career based on the passion, commitment and expertise of the executive staff as well as the unique value that Good Life brings to the industry.
Otis is an avid outdoorsman, surfer and artist. He resides in Southern California with his wife Michelle and their dogs Hank, Brody and Bailey.
Kayla Gettle joined Good Life Companies in February of 2016 after working several years designing magazine ads and marketing deliverables for a local company. As the Marketing Manager, she is responsible for the marketing, communication and business development efforts of the company. In addition to strategic business development efforts, she manages media relations, branding, advertising, and website development for all advisors affiliated with the company.
Kayla attended The Art Institute of Pittsburgh for Design. She was raised on a small farm in Womelsdorf, Pennsylvania where she gained a strong work ethic, learned responsibility and the value of working as a team. Kayla resides in Myerstown, Pennsylvania with her husband Brandon. In her free time Kayla enjoys exercising, working on her cars and exploring her creative side through various medias.
Daniel joined Good Life Companies in 2015 interning under the Director of Investments, Noah Brooks, where he learned various industry related skills. From there, Dan worked as a Wealth Manager as part of the Good Life Financial network of national advisors. Dan then joined the back-office support team within Good Life and was tasked with launching the Revenue Generating Activity Center (RGAC) and Social Media offering for advisors.
Daniel attended Alvernia University where he played Division III soccer and studied business management and economics. He was raised in West Chester, PA which is where Daniel still resides today. In Daniel's free time he likes to go to the gym, play pick up soccer, and play with his dog, Jake.
Caitlin joined Good Life Companies in 2018. Her duties include supporting the current local and national networks of advisors by consulting them on solutions to maximize their efficiencies within their business. In addition, she manages initiatives that will expand the service offering to Good Life affiliates.
Degler graduated from Millersville University with a BS in Actuarial Sciences and believes in making Berks County the best it can be. When she isn’t working, Degler volunteers her time to give back to the community. She is heavily involved with the Greater Reading Chamber of Commerce and Industry and Philadelphia Association for Financial Professionals, as well as an active Advisory Board Member at the Vision Resource Center of Berks County. In her free time, Caitlin likes to spend time with her boyfriend, Chris, and dog, Buddy.
- Noah BrooksDirector of Investments
Noah Brooks joined Good Life Companies as a Financial Advisor in 2012 before being promoted to Director of Investments for the company in 2014. Mr. Brooks was immediately tasked with creating a program for advisors to have an in-house solution to their asset management needs so, if desired, the advisor can focus on growth and retention. He works directly with the professional partners to develop and create sustainable portfolios for the company's IARs. Mr. Brooks developed the Wealth Allocation Models (WAM) as well as the investment policy statements for both the department and each model at the firm.
Prior to joining The Good Life Companies, Noah was a Senior Financial Advisor at Wells Fargo. Noah began his career at Prudential Securities, beginning his career working directly on the execution/analytics for his Prudential Securities office.
Noah currently resides in Bernville, PA with his wife Aelish. In his free time, Noah enjoys traveling and cooking.
- Rachel SheelerInvestment Assistant
Rachel joined Good Life Companies in November 2015. She is a Client Services Manager currently assisting Merra Lee and Noah Brooks. Her responsibilities are primarily to process, review and submit applications and transfers for Merra Lee and Noah. She had previously worked for Susquehanna Bank, now BB&T Bank, for five years as a Customer Services Representative.
When not in the office, Rachel loves spending time with her husband Roy and step-daughter Sophie. She also enjoys traveling and hunting.
- Kanon ReamInvestment Assistant
- Julie BreidensteinVirtual Assistant
Julie joined the Good Life Companies transition team in 2015 where she served as a transition specialist supporting advisors during account opening, reviewing and processing. Julie now works with independent financial advisors with their daily client relationship management, provides advisor support with their book of business, manages their daily administrative tasks, and executes their marketing events. Julie is also in charge of the new advisor outreach program where she acts as the liaison between the advisor and Good Life. Julie received an Associate’s Degree in Education from Reading Area Community College. She also earned an Associate’s Degree in Health Science from Berks Technical Institute. In her free time, Julie enjoys being with her husband Tedd, daughter Elliana and sons Jayden and Easton. She also spends time with her three dogs Dozer, Niko and Skye.
- Denise SchnaderVirtual Assistant
Denise joined the transitions team at the Good Life Companies in 2015 where she last held the position as Director of Transitions. In August of 2018 Denise became part of the Virtual Practice Team. Prior to joining Good Life, she worked for a small investment firm in Berwyn, Pennsylvania. In that role, she was exclusively tasked with opening all accounts, processing all paperwork, organizing the large number of advisors who were associated with the firm, and keeping all three branches of AFG organized. Prior to this Denise had 20 plus years in the banking industry.
In her spare time, Denise enjoys spending time with family, friends and her two Labs, Samantha and Nahla. She and her husband Ken like to travel.
- Stacey BosslerVirtual Assistant
Stacey joined the transitions team at Good Life Companies in 2018. Within her daily role she helps to support advisors through their transition. Stacey worked in the telecommunications industry as a network technician 20+ years and prior to that worked in the banking industry in an administrative roll.
Stacey is married, has a son and two very spoiled French bulldogs, she enjoys going to concerts, movies, and hanging out with friends and family.
- Nikki GromisDirector of Transitions
Nikki joined the transitions team at Good Life Companies in 2015. Within her daily role she helps to support advisors through their transition. She helps prepare applications, open accounts, track transfers, and handles notifications on behalf of the advisors. Nikki assists advisors during their most crucial time in their career. Her prior work experience allows her to be an effective transition team member and is a great addition to the department.
Nikki went to Kutztown University and received her Bachelor’s Degree in Psychology. She worked for two years as a therapeutic staff support helping autistic children. Nikki enjoys spending time with her husband, Tim and daughter, Bailey as well as creating art and spending time outdoors.
- Janelle YouseTransition Specialist
Janelle joined Good Life Companies in August 2017. She currently serves as the Executive Assistant to Mr. Delaney and Mrs. Nein. Her responsibilities include maintaining Conor and Courtnie’s schedule by planning and scheduling meetings, conferences and travel. Along with being the point of contact between the clients and themselves and managing information flow.
Janelle attended Millersville University for Education. She resides in Sinking Spring, Pennsylvania with her soon to be husband, RC. When not in the office, Janelle loves traveling with RC and spending time with her two cats and family. She is also the Director/Designer for the Conrad Weiser Color Guard program, and competes with The Sr. Guard during the Winter Indoor Season.
- Pam BoguslowskiTransition Specialist
Real Estate & Technology
- Tim GromisIT & Facilities Manager
Timothy Gromis joined Good Life Companies in December 2014 as the IT Manager. Tim oversees the technology for full service advisors. He sets up the computers and technology at the office and assists with questions going forward. Prior to joining the company, Mr. Gromis spent most of his career working as a manager or business developer for construction companies and with builders throughout New Jersey and Pennsylvania. The experience in management, sales and procurement are vital to his role at The Good Life Companies.
Mr. Gromis is a life-long resident of Pennsylvania. He spends most of his free time with his wife Nikki and Daughter Bailey, volunteering with his Rotary Club, or golfing.
- Norman HeilenmanReal Estate Manager
Norm Heilenman originally joined The Good Life Companies in January 2015 as the firm’s Chief Financial Officer. He was immediately tasked with creating the finance department while integrating the firm with new banking relationships, an enhanced accounting software and a diverse group of vendors for the various needs of the company. He brings more than 40 years of extensive background and experience in finance. Mr. Heilenman’s experience includes being the Chief Financial Officer for two real estate development and building companies. He also has held senior level positions at three banks. Most recently, he served as co-organizer, Chairman of Board and CEO at Berkshire Bank. His guidance culminated in the successful sale of Berkshire Bank in 2011.
Currently, Mr. Heilenman's responsibilities include managing the existing portfolio of offices around the country. Beyond that, he is responsible for identifying future locations, negotiating leases, overseeing construction, and furnishing offices. Mr. Heilenman's main task is to make sure converting advisors have a place they will be proud to bring their family and friends to so they maximize the success of their transition.
Mr. Heilenman is a graduate of Temple University with a Bachelor of Science Degree in Business and the Graduate School of Banking at Fairfield University/NAMSB. He has been involved with many business, civic and community organizations over the years. He currently serves on the Board of the The Pennsylvania Community Development and Finance Corporation.
Norm has been married to his wife Diane for over 49 years and has a daughter Stacey and a son Matthew. He also has two granddaughters.
- Fred ClaghornDirector of Insurance
Fred was born and raised in the suburbs of Philadelphia, Pennsylvania in the small town of Gwynedd Valley. He attended Chestnut Hill Academy K -12, and remains friends with most of his class of 50 students. After high school, he attended the College of Charleston where he was a member of the Kappa Sigma fraternity. He worked full-time at the Charleston Crab House where he learned at an early age the importance of hard work and customer service.
After graduating with a degree in Corporate Communications, he joined the insurance field where he worked for 2 years, focusing on retirement needs. He quickly realized the value of sound financial planning and that the needs of his clients extended far beyond insurance. He obtained his securities license in order to more effectively fulfill their goals. Through his hard work, Fred was ranked in the top 5% of his peers for 10 straight years.
Throughout his career he trained hundreds of insurance agents & financial professionals (both newly licensed and veteran reps) around needs based selling and advanced planning concepts. He helped launch Good Life IA, which is a top-notch Insurance Marketing Organization (IMO) designed to bring value to high producing financial professionals and insurance producers around the nation.
In today’s ever-changing financial world, he is committed to professional development and has fulfilled the necessary extensive training required to obtain the CERTIFIED FINANCIAL PLANNER ® designation.
When time allows, he can be found with a fishing rod in hand, exploring the waterways of the beautiful place he calls home with his wife Melissa and their three young children.
- Jackie MalloyNew Business & Contracting Specialist
Jackie joined The Good Life Companies team in 2015. She currently serves as the New Business and Contracting Specialist for Good Life Insurance Associates (GLIA).
Within Good Life’s newly launched fixed insurance agency, Jackie contracts all advisors, agencies and insurance agents with GLIA. She gets them appointed with all necessary carriers for each line of business. In addition, she oversees and submits all new business insurance applications to the carriers.
Jackie received her BA in Finance from Penn State University, graduating on the Dean’s List and as a member of the National Honor Society of Phi Kappa Phi. After graduating, she became an advisor assistant and practice manager to a top producing financial advisor followed by 5 years in various leadership positions in the banking industry.
Jackie was born and raised in Northern New Jersey when she moved to Pennsylvania with her family to attend Penn State University. She now resides in Central PA with her 2 children, Kasey and Brayden.
- Andrew HoffmanExec. Trainer & Advanced Case DesignAndrew was born in Charleston, West Virginia, but has spent most of his life in the Carolinas. His family moved to Charlotte, NC, at an early age where his parents and siblings still reside. During high school, he was very active in the student council and athletics where he lettered in basketball and soccer. After graduating high school, Andrew attended and graduated from Appalachian State University with a bachelor’s degree in Business Communication. Andrew is married to his long time sweetheart and wife of 4 years, Casey. Andy began his financial services career in 2000, specializing in helping Baby Boomers and business owners transition into retirement. For the last 15 years of his career Andrew has trained and developed insurance agents & other financial professionals to succeed in the industry, while working with a Fortune 500 Company. Holistic Planning through a proper needs assessment has always been part of his business model with a focus on Medicare Supplements, LTC & Life sales as a door opener to meet new clients and referrals. In 2009, Andrew was promoted to Branch Manager of a local insurance agency and managed over 55 agents and two offices located in Charleston and Hilton Head, SC. As many know they don’t give top offices away, so he was given one of the lowest ranked branches in the country and successfully built it to top 50 in the country within 5 years. In 2011 he also obtained a Series 7 & 66, fully understanding that in order to truly participate in holistic planning portfolio management must be incorporated. Andy serves as an Executive Trainer and In-house Advanced Case Manager, helping with advisor training needs around specific product lines or case design & implementation.
- Brandon WoodsDirector of P&C Insurance