Investment Research

Providing custom in-house solutions for Independent Financial Advisors

About WAM

The Wealth Allocation Models, or “WAM”, is a model overlay service comprised of no transaction fee mutual funds and ETF’s with all trading done in-house. With WAM, advisors have a powerful resource to aid in the management of client assets through diversified asset allocation models.

Noah Brooks
Director of Investments
Noah Brooks

Director 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 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@goodlifeco.com
(610) 628-4187
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@goodlifeco.com
(484) 339-4383
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.