Our History

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.

 

Executive Team

  • Conor Delaney
    Founder & CEO
    Conor Delaney
    Founder & 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 advisor 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 four children: Blake Seraphina, Rhys Brian, Elena Rae and Boston James. 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. 

  • Rachel Bashore
    Chief Operating Officer
    Rachel Bashore
    Chief Operating Officer

    Rachel joined Good Life Companies as Chief Operating Officer in January 2021. She is charged with scaling Good Life’s operations for growth and improving efficiencies through process and technology. She also oversees product design and development, implementing agile techniques that enable Good Life to respond quickly to the needs of its financial advisors and their clients. Rachel is a native of New Jersey and a 2001 graduate of Drexel University in Philadelphia. She began her career in software development and consulting, and in 2006 she graduated cum laude from Penn State University’s Dickinson School of Law. Rachel focused her practice on commercial litigation, technology, and corporate governance matters. She found her way to financial services as a compliance officer, segueing naturally into the fintech space before joining Good Life. 

    Rachel draws on her diverse experience to distill complex issues and is skilled at bringing cross-functional teams together to develop creative solutions. She is a licensed attorney in Pennsylvania and is a Certified Information Privacy Professional (CIPP/US). Rachel serves on the Advisory Board of VOICEup Berks and is a member of her parish council. She is also an artist, musician, writer, and foodie and resides in Berks County with her husband and their two children. 

  • Denise Brochu
    Chief Compliance Officer & Principal Delegate
    Denise Brochu
    Chief Compliance Officer & Principal Delegate

    Denise Brochu was one of the initial four individuals who started Good Life in February of 2012. Prior to making the move, she worked as a Licensed Advisor Assistant at Waddell & Reed. She helped create the infrastructure at Good Life and was promoted to Director of Transitions in 2014. In this role, Mrs. Brochu managed a team of transition specialists, providing advisors with support and training during their onboarding process. Then in 2016, Mrs. Brochu passed the Series 24 exam and was promoted to the Director of Compliance, Principal Delegate. She served in this capacity until the Chief Compliance Officer retired from the position. Mrs. Brochu was then promoted to that position.  Besides serving as the Chief Compliance Officer, Principal Delegate; Mrs. Brochu also assists in the comprehensive training of onboarding advisors once an advisor has transitioned.

    Mrs. Brochu attended Johnson & Wales University, Providence RI; on a full-tuition scholarship and graduated with a Masters Degree in International Business. Mrs. Brochu grew up in Robesonia, PA on a family farm which instilled a strong work ethic.  Mrs. Brochu has recently celebrated 25 years of marriage to her husband, Tony and have two daughters who are both currently living in Ohio. Mrs. Brochu and her husband, own TwoCan Kettle Corn and Catering business. They can be found around the local area at many festivals.    

  • Nick LoPresti
    Chief of Staff
    Nick LoPresti
    Chief of Staff
  • Owen Jones
    Accounting Manager
    Owen Jones
    Accounting Manager
  • Steve Nicholas
    Human Resources Director
    Steve Nicholas
    Human Resources Director

Accounting & HR

  • Owen Jones
    Accounting Manager
    Owen Jones
    Accounting Manager
  • Steve Nicholas
    Human Resources Director
    Steve Nicholas
    Human Resources Director
  • Kelsey Fritz
    Human Resources Coordinator
    Kelsey Fritz
    Human Resources Coordinator

    Kelsey Fritz joined the Good Life team in April 2019 as our Human Resource Coordinator. Kelsey primarily handles the on-boarding process with new personnel for all Good Life entities. She also is in charge of enrolling eligible employees into our benefit offering which includes Health Insurance and 401K plans. Kelsey also assists with payroll, as well as processing billing for offices throughout the country.

    Kelsey received her Bachelor's Degree at Alvernia University, where the focus of her studies was Human Resource Management. Prior to being hired by Good Life, Kelsey worked as a paralegal for 9 years at a local law firm. Kelsey was born and raised in this area, and is excited to be part of our team.  

    In her free time, Kelsey enjoys doing DIY projects around the house, spending time with her husband, Cody, and their dog, Wubby. 

Administrative Support

  • Barbara Jean Heckman
    Executive Assistant
    Barbara Jean Heckman
    Executive 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".

  • Kristin Rogosky
    Executive Assistant
    Kristin Rogosky
    Executive Assistant
  • Judy Guthier
    Community Outreach Coordinator, Receptionist
    Judy Guthier
    Community Outreach Coordinator, Receptionist

    Judy Guthier joined the Good Life team in 2019. Besides greeting clients and guests in our state-of-the-art building, Judy coordinates the many events that are held in our community room. 

    Abby Pfaffman
    Receptionist

    Abby joined Good Life Companies in November 2021. Though she grew up in Lancaster County, her family is originally from Berks, and it is just as much her home. Abby currently resides in Wyomissing with her little family (her mother, Patricia). She is a graduate of Alvernia College (pre “university” and during the “Crusaders” era!), having earned a BA in Communications and English.

    When time and money allow, Abby loves to travel … both here in the states, and abroad. Her trips to Germany and England rank among her favorites. Abby also enjoys cooking, curling up with a good book (anything by Maeve Binchy or Patrick Taylor), and Pilates.

    She has enjoyed many years working as a Receptionist/Administrative Assistant. Having worked for 20 years at a local, Berks County car dealership, she became known as “the voice of” the company … even being recognized when heard ordering food at several area restaurants! Most recently, Abby spent 6 years at WSP-USA.

    Abby looks forward to bringing her experience to Good Life Companies, assisting clients and advisors alike.

  • Sir Finnegan Brooks
    Director of Happiness
    Sir Finnegan Brooks
    Director of Happiness

    Finnegan Brooks, also known as "Finn", joined the Good Life family in May of 2019. Finn's main objective at Good Life is to bring joy and happiness to everyone around him. You can typically find him napping under a desk, roaming the halls of the HQ, and greeting the guests down at Good Life Organics Juice Bar.

    Finn is a miniature Bernedoodle. He is originally from Mohnton, PA and moved to Bernville, PA with his family: Aelish and Noah Brooks. He spends his free time terrorizing his cat siblings and is known to enjoy a good belly rub.

Advisor Relations

  • Aelish Brooks
    Director of Advisor Relations
    Aelish Brooks
    Director of Advisor Relations

    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 advisor relations, where she works directly with our affiliated advisors to answer questions, escalate issues, and pass ideas and feedback to our teams for continuous improvement and innovation for our products and services

    Aelish received both her Bachelor's and Master's Degrees at Alvernia University, where the focus of her studies was Business Administration and Management. Her previous work experience includes working for 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.

Business Development

  • Christopher Begbie
    Director of Business Development
    Christopher Begbie
    Director of Business Development

    Christopher Begbie has worked in the financial services industry for over 10 years.  He joins Good Life Companies as the Director of Business Development and will lead the recruiting efforts for the premier destination of independent advisors.  Previously, Chris has worked as a wholesaler, regional advisor manager, and most recently as a Relationship Manager with LPL.  He earned his B.S. in Business Administration and Finance from Towson University, his MBA from the University of Illinois, and currently holds his Series 7, 66, 24 and insurance licenses.  

    Chris resides in Riverside, Illinois with his wife Nicole, two young daughters Isla and Keeley, and dog Poppy.  He grew up in South Jersey and when he is not helping grow Good Life or spending time with family, he enjoys golfing, bow hunting, and watching Philadelphia sports teams.

  • Amanda Schultz
    Business Development Relationship Manager
    Amanda Schultz
    Business Development Relationship Manager

    Amanda Schultz is a Berks County native who joined Good Life Companies in 2021 as the Business Development Relationship Manager. She will be working in Business Development as a part of the advisor recruiting team cultivating and maintaining relationships, and working alongside prospects while they consider a transition and select Good Life as a business partner.

    Along with being a mom to two young children, Nolan and Morgan, Amanda also handles the accounting for her husband Gregory's landscaping business. She enjoys their yearly family trip to the Outer Banks and loves any chance to be outside in the summertime. Amanda also enjoys being a mom to her critters which includes a dog, 3 cats, a hamster, 8 pond fish, and 13 chickens.

Compliance

  • Denise Brochu
    Chief Compliance Officer & Principal Delegate
    Denise Brochu
    Chief Compliance Officer & Principal Delegate

    Denise Brochu was one of the initial four individuals who started Good Life in February of 2012. Prior to making the move, she worked as a Licensed Advisor Assistant at Waddell & Reed. She helped create the infrastructure at Good Life and was promoted to Director of Transitions in 2014. In this role, Mrs. Brochu managed a team of transition specialists, providing advisors with support and training during their onboarding process. Then in 2016, Mrs. Brochu passed the Series 24 exam and was promoted to the Director of Compliance, Principal Delegate. She served in this capacity until the Chief Compliance Officer retired from the position. Mrs. Brochu was then promoted to that position.  Besides serving as the Chief Compliance Officer, Principal Delegate; Mrs. Brochu also assists in the comprehensive training of onboarding advisors once an advisor has transitioned.

    Mrs. Brochu attended Johnson & Wales University, Providence RI; on a full-tuition scholarship and graduated with a Masters Degree in International Business. Mrs. Brochu grew up in Robesonia, PA on a family farm which instilled a strong work ethic.  Mrs. Brochu has recently celebrated 25 years of marriage to her husband, Tony and have two daughters who are both currently living in Ohio. Mrs. Brochu and her husband, own TwoCan Kettle Corn and Catering business. They can be found around the local area at many festivals.    

  • Dan Rome
    Compliance Consultant
    Dan Rome
    Compliance Consultant

    Mr. Rome is a compliance professional with over twenty (20) years of practical industry experience.  He serves as a compliance consultant to Good Life Advisors, an SEC registered investment adviser and also serves as General Counsel for Good Life Companies. In addition, he maintains an ownership position in multiple independent compliance consulting companies.  He graduated from West Chester University with a BA in Psychology and earned his law degree at Widener University School of Law (now known as, Delaware Law School).  Mr. Rome is admitted to practice law in the state of Pennsylvania (Attorney ID: 88707).

    Mr. Rome has previously held the following FINRA licenses: FINRA Series 7 – General Securities Representative, Series 24 – General Securities Principal, FINRA Series 66 - Uniform Combined State Law Examination, FINRA Series 55 – Equity Trader and FINRA Series 79 – Investment Banking.

     

  • Louise Ludwig
    Compliance Assistant
    Louise Ludwig
    Compliance Assistant

    Louise retired from Muhlenberg School District in 2013, after teaching for 33 years.  She joined Good Life Companies in October 2018 as the Community Outreach Coordinator before moving into her current role as Compliance Assistant. 

    In her free time, Louise enjoys spending time with her husband, Dave, and their 2 daughters and 2 grandsons.  As a family, the Ludwigs love hosting get-togethers with family and friends at their home in the woods.

  • David Koehler
    Compliance Specialist
    David Koehler
    Compliance Specialist

    David joined the Compliance Department at Good Life Financial Advisors, as Compliance Specialist and Principal Delgate, in November of 2021. Prior to joining Good Life, he worked for almost 17 years at Waddell & Reed, Inc., the last 7 of which were spent as a Senior Specialist in the FAD/OSJ Department. He currently holds the S7 (General Securities Representative), S24 (General Securities Principal), S53 (Municipal Securities Principal), and S66 (Uniform Combined State Law) registrations.

    David graduated from Central Missouri State University, now University of Central Missouri, in December of 2001, with Bachelor of Arts in Business Administration, majoring in Accounting. When he’s not working at Good Life, David enjoys spending time with his friends, usually playing cornhole, and also works part-time serving for Kansas City Bier Company.

  • Alexa Middleton
    Compliance Administrator
    Alexa Middleton
    Compliance Administrator

    Alexa is the Compliance Administrator at Good Life Companies. Most of her professional background comes from the non-profit and mental health/ social work fields locally and across counties. When she’s not working, Alexa attends Southern New Hampshire University online for a master’s degree in Business Administration. She is expected to graduate April 2022.

    When she’s not working or taking classes, Alexa enjoys reading psychological thriller books, listening to music, and dancing. She also loves cooking new foods and traveling with her husband, Ben. She is excited to learn about Good Life Companies and how she can continue to help her clients.

Insurance Associates

  • Fred Claghorn
    Executive Vice President
    Fred Claghorn
    Executive Vice President

    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.

  • Andrew Hoffman
    Director of Insurance/National Trainer
    Andrew Hoffman
    Director of Insurance/National Trainer

    Andrew 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 will serve as an Executive Trainer and In-house Advanced Case Manager,helping with advisor training needs around specific product lines or case design & implementation. 

  • Bridget Grossman
    National Support Specialist
    Bridget Grossman
    National Support Specialist

    Bridget joined GLIA as the National Support Specialist in 2019 with a focus on the needs of advisors and insurance agents. Bridget is a Charleston, SC native and received her Bachelors in Corporate Communications while attending the College of Charleston. She began her career in early childhood development, managing local childcare facilities, before shifting to business administration and support in the insurance & financial services space. For the past 5 years, she has been a Branch Office Administrator (BOA) with a publicly traded firm where she specialized in the claims process, recruiting, training and all aspects of agent & advisor support. In her free time, Bridget enjoys spending time with her husband and identical twin boys, preferably at the beach, pool or Panthers game.

Investment Research

  • Noah Brooks
    Director of Investments
    Noah Brooks
    Director of Investments

    Noah Brooks, CMT, CIPM joined Good Life Companies as a Financial Advisor in 2013. As Director of Investments at Good Life Advisors, he leads the Wealth Allocation Model program for the RIA. He works directly with 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 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 time out on the lake, traveling and cooking.

  • Rachel Sheeler
    Investment Assistant
    Rachel Sheeler
    Investment 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 Ream
    Research Analyst
    Kanon Ream
    Research Analyst

    Kanon Ream joined Good Life Companies in May 2018. He graduated from Bucknell University in 2016 with a Bachelor of Arts in the Interdepartmental Major of Economics and Mathematics. Kanon is an integral part of the Good Life Investment Research team where he assists Good Life’s Director of Investments, Noah Brooks.

    On a daily basis, Kanon performs research and performance analysis on equities and fixed income investments, develops research and performance reports, and performance due diligence for the in-house investment models, known as WAM.

  • Chris Needs
    Research Analyst
    Chris Needs
    Research Analyst

    Chris Needs joined Good Life Companies in 2021. He graduated from Temple University in 2013 with a Bachelor of Administration in Finance and Economics. Prior to joining Good Life Companies, Chris was an Investment Consultant at Park Avenue Securities, where he worked with the investment operations team and trade desk. Chris began his career with CUNA Brokerage Services Inc, providing investment services to credit union members as an associate advisor.

    On a daily basis, Chris researches equity and fixed income investments, develops research and performance reports, and performs due diligence for current and prospective investment allocations for the WAM investment models.

    Chris currently resides in Orwigsburg, PA with his wife, Elexa and son, Nolan. In his free time, Chris enjoys spending time with his family, reading, golfing and playing basketball.

Marketing

  • Kayla Gettle
    Marketing Manager
    Kayla Gettle
    Marketing Manager

    Kayla Gettle joined Good Life Companies in February of 2016 after working several years as a Marketing Coordinator and Graphic Designer. She was immediately tasked with building out a service offering for advisors during their transition. As the Marketing Manager, she is in charge of the brand development, social media, and web design for advisors, as well as the communication and business development efforts of the multiple companies within Good Life.

    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 hard. Kayla resides in Myerstown, PA with her husband, Brandon, and their son Carson. In her free time she enjoys spending time with her family and friends, acting as pitcrew to her husband at the drag strip, and hiking local trails. 

  • Becky Nye
    Marketing Coordinator
    Becky Nye
    Marketing Coordinator

    Becky Nye joined Good Life Companies in 2019 with several years of marketing experience in digital content creation, ecommerce, design, event planning, and product photography. As the Marketing Coordinator, she is responsible for supporting the Marketing Manager in all marketing, communication, and business development efforts of the company.

    Becky graduated from West Chester University of Pennsylvania with a B.S. in Marketing and a minor in Studio Arts. She resides in Schuylkill County, PA with her husband Chris and loves hiking, nature photography, experimenting in the kitchen and yoga.  

  • Sarah Hasenauer
    Marketing Coordinator
    Sarah Hasenauer
    Marketing Coordinator

    Sarah Hasenauer joined Good Life Companies in April 2021 as Marketing Coordinator. In this role, Sarah is responsible for assisting the Marketing Manager in all marketing, social media, and communication efforts of the company. Sarah graduated from Elizabethtown College with a bachelor’s degree in Mass Communications in 2021. She is currently attending Liberty University in pursuit of a master’s degree in Strategic Communications.

    In her free time, Sarah enjoys assisting her high school as their musical choreographer, taking Polynesian dance lessons, spending time with family and friends, and training her puppy, Benny.

Real Estate & Technology

  • George Lennert
    Director of Operations & Real Estate
    George Lennert
    Director of Operations & Real Estate

    George joined the Good Life Companies in January of 2022 as Director of Operations and Real Estate. His tasks are to assist and support the Chief Operating Officer in the day to day operations of Good Life Companies as well as serving onboarding financial advisors with Real Estate Discovery, Lease Negotiations, and build-out of their personal office space.

    George was born and raised by Hungarian immigrant parents in New Jersey. He received his Bachelors and Masters degree in Electrical Engineering from Stevens Institute of Technology, Hoboken NJ.

    Prior to joining Good Life Companies, George was an Electrical Engineer with 39 years of experience in engineering, research & development, manufacturing, and project management.

    George’s years of Electrical Engineering experience has afforded him experience in the design of circuitry for navigational guidance systems for military rockets, in the design of precision scales for the commercial industry, and finally leading to design and development of medical electronics. 

    George’s passion is also for Real Estate.  He has 31 yrs of experience in real estate investing and management.  He owns and manages (2) Real Estate businesses.  One business is in the Commercial market through ownership of an 11-unit apartment building.  The second business is in the Residential market of helping credit challenged clients purchase homes through a creative Lease Option program.

    George resides in Sinking Spring, PA with his wife Nancy.  He has (3) adult children; Sarah, Matthew, and Alexa who have all left the “nest”. 

    In his free time, George enjoys reading motivational and leadership books, salt water fishing, traveling, playing guitar and ministering the understanding of Life thru bible studies.  He and his wife have created and co-lead a ministry of Pastors and Ministers in the city of Reading to address spiritual, motivational, and economic poverty.

    George’s next venture that he is working on is to design, develop, and implement 10 bed to16 bed Residential Assisted Living Facilities for the baby boomer explosion that is up and coming.

  • Seth Platsman
    West Coast Real Estate Consultant
    Seth Platsman
    West Coast Real Estate Consultant
    Seth specializes in all areas of office properties while working for Macadam Forbes in Portland, Oregon. Macadam Forbes has 40 years of experience and has assisted client all over the United States. Seth's experience includes landlord & tenant representation, along with investment and owner/user sales. Seth's clientele, which has been developed from three years of office specialization at Macadam Forbes, includes businesses ranging from startup tech firms to national financial service institutions. Seth's commitment to the client, along with attention to detail and comprehensive approach allows him to identify unique solutions. Seth grew up in Bend, Oregon and attended the University of Oregon. There, he graduated from the Lundquist College of Business with degrees in marketing and economics.
  • Clayton Madey
    West Coast Real Estate Consultant
    Clayton Madey
    West Coast Real Estate Consultant

    Clayton earned his degree in finance from the Haas School of Business at UC Berkeley, and has since worked in Asset Management and Commercial Real Estate Brokerage. He combines his experience in Real Estate with his finance background to truly understand the financial implications of real estate transactions, ultimately resulting in better deals for all parties. Clayton leverages market knowledge and long standing relationships, and values trust, collaboration, and hard work to achieve the Real Estate goals of his clients.

  • Jodie McCaffrey
    Project Manager
    Jodie McCaffrey
    Project Manager

    Jodie McCaffrey joined the Good Life team in August 2021 as a Project Manager. Jodie is detail and process oriented and has spent her professional career streamlining and enhancing company processes by harnessing technology and software development. She has over 15 years’ experience in project management and customer service. At Good Life, Jodie is tasked with improving internal processes by integrating technology solutions as Good Life continues to scale and expand its operations. She is also acting as a liaison to our technology partners.

     

    Jodie was born and raised in Southern California where she earned a Bachelor of Arts degree in Child Development. She moved to Pennsylvania in 2005, and now calls Blandon home with her husband Joe. Jodie was blessed to stay home and raise their 2 children, Abigail & Jacob, and offer them a solid educational foundation by means of traditional homeschooling for 13 years.

     

    During her free time, you might find Jodie on the sidelines cheering her kids on at volleyball & basketball games or golf matches, competing in compound archery across the state, sewing a quilt on her vintage machines, or relaxing by the campfire with her family and friends.

Transitions

  • Jennifer Sawyer
    Transition Specialist
    Jennifer Sawyer
    Transition Specialist

    Jennifer joined the Transitions Team in March of 2021 as a Transition Specialist. She assists and supports financial advisors with the on-boarding process and account openings.

    Jennifer earned her bachelor's degree from Alvernia University in Elementary Education. While at Alvernia, she played basketball and has coached basketball for the last 12 years. In her free time, Jennifer likes to bartend and spend time with friends and family.

  • Hunter Rice
    Transition Specialist
    Hunter Rice
    Transition Specialist

    Hunter got his start at Good Life Companies in 2020. He joined the Transitions Team as an intern, while in his final semester of college, and shortly after joined full-time. In his current position at Good Life, Hunter assists and supports financial advisors with the on-boarding process and account openings.

    Hunter earned his bachelor’s degree from Pennsylvania State University, majoring in Business: Financial Services. He graduated a semester early with Cum Laude distinctions. Hunter enjoys spending time with his family and friends, as well as watching sports.

  • Kenyada Tucker
    Transition Specialist
    Kenyada Tucker
    Transition Specialist

    Kenyada joined the Transitions Team in June of 2021 as a Transition Specialist. She assists and supports financial advisors with the on-boarding process and account openings.

    Kenyada received her B.S. from Kutztown University. She loves to travel around the world at least a couple of times a year with friends. Her favorite activity to do when traveling is to lay on the beach all day and relax. In her free time, Kenyada enjoys cooking, fashion, spending time with friends & family, and reading. She also has an adorable cat named Stormy who is the center of her world. Every day, Kenyada strives to learn something new and is constantly educating herself.

  • Victoria Valean
    Transition Specialist
    Victoria Valean
    Transition Specialist

    Victoria joined the Good Life Companies in November of 2021 as a Transition Specialist. She assists and supports financial advisors with the on-boarding process and account openings.

    Victoria was born and raised in Florida, where she was raised by Romanian immigrant parents. Growing up and watching her parents' work ethic and dedication, she learned to be hard-working and adaptable. She received her associate's degree from Florida Gulf Coast University and plans to continue her education at an online university.

    In her free time, Victoria enjoys partaking in a multitude of activities with her husband. These include involvement in their local church, hiking, snowboarding, biking, Brazilian jiu-jitsu, weight lifting… the list goes on!

 

Virtual Practice Management

  • Sean Mest
    Virtual Practice Team Manager
    Sean Mest
    Virtual Practice Team Manager

    Sean Mest joined Good Life Companies in February 2022. He graduated from Penn State University in 2013 with a Bachelor of Science in Business. Prior to joining Good Life Companies, Sean worked in agency consulting and investment operations for Park Avenue Securities. Sean has also worked as an independent Financial Advisor clearing through LPL Financial and Wells Fargo Advisors.

    Sean works as the Virtual Practice Team Manager, providing daily leadership and effective oversight of the VPM team.  

    Sean currently resides in Blandon, PA with his wife, Jessica and 3 daughters, Emma, Abigail, and Lillian. In his free time Sean enjoys spending time with his family, serving in his local church and community, hunting, cooking, as well as playing and watching sports.

     

  • Aisha Kamanu-Vicente
    Virtual Practice Manager
    Aisha Kamanu-Vicente
    Virtual Practice Manager

    Aisha joined the Good Life team in January 2020 as a Transition Specialist. She earned her Associate of Applied Science degree in Business Management from Reading Area Community College. With a background in both customer service and administration, Aisha assists her advisors with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings.

    Aisha grew up in a military family: born in Texas, lived in Germany and raised in Hawaii. She now resides in Berks County with her husband Jose, son Sharif and daughter Jade. Her hobbies include planting and caring for her succulents, practicing nail art, camping and visiting with extended family.

  • Betty Winsor
    Virtual Practice Manager
    Betty Winsor
    Virtual Practice Manager

    Mother, grandmother and soon to be great grandmother, Betty comes to Good Life with 25 plus years’ experience in the financial services industry.  She spent 20 years at Morgan Stanley and 7 years at Moors and Cabot, wearing many different hats in management, compliance, registered sales assistant, etc.  Enjoys the client service aspect of the business.  

    After a couple years of retirement, she decided to go back to work to continue to fund her two passions in life - traveling the world to experience different cultures and managing a prison outreach group she started 5 years ago, Soul Sisters Unlocking Cell Doors.

  • Kisha Small
    Virtual Practice Manager
    Kisha Small
    Virtual Practice Manager

    Kisha is originally from New York and relocated to North Carolina in December 2020. Prior to Good Life, Kisha worked at TIAA for 13 years in the Wealth Management and Field Consulting groups. She has two siblings, two nieces, and four nephews, one being her godson. Kisha loves giving back and is a member of God’s Love We Deliver, a charity that prepares and delivers meals to homebound individuals. Kisha hopes to start a charity of her own someday. In her free time, she enjoys dancing, cooking, puzzle games and watching investigation shows.

  • Terri Moyer
    Virtual Practice Manager
    Terri Moyer
    Virtual Practice Manager

    Theresa Moyer, or Terri, as she is known to her colleagues and friends, joined the team in 2019. Terri assists her advisors with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings. Account research, report management, document processing and mailings are also some of Terri’s areas of expertise. She has attended Penn State University with a Bachelor of Science in Accounting in progress, while also obtaining multiple certificates in Finance and Psychology. When she is not in the office, Terri enjoys outdoor activities like hiking and kayaking with her husband, Chris, and their two dogs, Nelli and Thor.