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 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.
- 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 has two sons, Graham and Colt. She enjoys working out, cooking and living a healthy lifestyle. Courtnie actively gives back to local students by educating them about business and real life experiences in the workplace. She is also a volunteer soccer coach to her sons’ youth teams.
- Rachel BashoreChief Operating OfficerRachel BashoreChief 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.
Accounting & HR
- Nicole LeskinAccounting Specialist
Nicole is an Accounting Specialist who is honored to add her skills and knowledge to the Good Life team. Nicole knows the importance of the work we do here at Good Life and is working to support our company to continue to be successful. Nicole holds an Associate’s degree in Business Administration and has experience in banking, sales, and behavioral health. Nicole has 3 children and 2 dogs that keep her life busy and full while she is not at work.
- Kelsey FoxHuman Resource Coordinator
Kelsey Fox 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 boyfriend, Cody, and their dog, Wubby.
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.
Rick Gromis joined The Good Life Companies in September of 2012 after spending 38 years in the banking industry. More than half of those years were spent in executive level management positions including Bank President, Chief Compliance Officer, Chief Operating Officer, Senior Lender, Director, and Founder. In these positions, Mr. Gromis provided long term strategic direction as well as oversaw lending and operational functions at the banks for which he worked. Rick was associated with three start-up banks in his career most recently organizing, leading, then successfully selling Berkshire Bank in 2011.
Over the years Mr. Gromis held positions with many professional organizations including being a Past President of the Berks County Bankers Association and serving on the Board of Directors for the Pennsylvania Association of Community Bankers.
In addition, Mr. Gromis has been involved in numerous charitable organizations over the years. He has held leadership positions with the Boy Scouts, Berks County Association for the Blind and the Berks County Parrothead Club to name a few. Mr. Gromis has also been a Rotarian for more than 35 years and has served as President of two Rotary Clubs. He is currently a member of the Spring Township Rotary Club and serves as Assistant District Governor for District 7430. He will become the District Governor in 2016.
At The Good Life Companies, Mr. Gromis was tasked with forming the compliance department for the RIA. Simultaneously, he was tasked with the overseeing and enforcing SEC rules for more than 30 advisors of Good Life. In addition to his current role at The Good Life Companies, Mr. Gromis previously served in HR, Operations, Finance, and in a support role for Delaney and Nein’s private wealth management practice.
Rick married his wife Sue in 1976. He has two children and two grandchildren.
- Caitlin DeglerSenior Vice President of Business DevelopmentCaitlin DeglerSenior Vice President of Business Development
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 businesses. In addition, she manages initiatives that will expand the service offering to Good Life affiliates. Caitlin has taken on a major supporting role in the recruitment and onboarding of advisors new to Good Life.
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 giving back to the community in which she was raised. She is heavily involved with the Greater Reading Chamber Alliance and is managing Good Life’s United Way Campaign. In her free time, Caitlin likes to spend time with her family, and four-legged friend, Buddy.
- Amanda SchultzBusiness 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.
- Denise BrochuChief Compliance Officer & Director of Advisor TrainingDenise BrochuChief Compliance Officer & Director of Advisor Training
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.
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 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.
Sharon Boyer joined Good Life in April of 2019 after spending 18 years at Wells Fargo Advisors. At Wells Fargo Advisors, she worked as a Financial Advisor and compliance management. She spent time in Richmond, VA to start a new department at Wells Fargo Advisors. She hired, trained and managed the staff to oversee trading and annuity transactions for all Financial Advisors at the firm. When she returned to PA, she was responsible for centralizing compliance and operation functions from 6 Wells Fargo Advisors branches into one office location. In her role as Compliance Specialist with Good Life she will provide compliance oversight and guidance to financial advisors.
Sharon received her Bachelor’s Degree in Business from Albright College.
Sharon spends time with her husband Mike and their dogs, Bailey and Logan. The dogs are certified therapy dogs. She volunteers and visits with the dogs to local hospitals, libraries and retirement homes. Sharon is also a tax collector for her township.
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 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.
Jackie joined The Good Life Companies team in March 2015. She is the Director of Licensing & contracting for Good Life Insurance Associates (GLIA) and works in the new Good Life Companies headquarters located in Reading, PA.
Within Good Life’s fixed insurance agency, Jackie contracts all advisors, agencies and insurance agents with GLIA. She works closely with on boarding advisors transitioning to Good Life, while working with them to get appointed to serve all of their insurance needs. Jackie is a SuranceBay specialist who handles getting agents appointed with all necessary carriers in order to write new insurance business.
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 and Phi Kappa Phi. After graduating, she became an advisor assistant and practice manager to top producing financial advisors 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.
Neelma originally joined Good Life Companies as a Wealth Manager Assistant for Fred Claghorn for Good Life Financial Advisors of Mount Pleasant. She now serves as part of Good Life Insurance Associates as the liaison between case manager and agent/advisor, is the main point of contact for payroll and compensation questions, and handles all pending business follow-up and execution.
Born in the Caribbean, Neelma received her BA from Colgate University, graduating with honors in her double concentration of Philosophy and Religion. Neelma also holds a Master’s degree from Duke University. Since then Neelma has worked in various fields, including Accounting, Human Resources, and Business Analysis in both the public and private sectors. Neelma resides in Mount Pleasant with her husband and two daughters (and two pups). She enjoys reading, running, and spending time with her family.
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.
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 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 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.
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 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 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 her free time, Sarah enjoys dance, hiking and spending time with family and friends.
Real Estate & Technology
Justinn Nein formally joined Good Life as the Senior Vice President of Real Estate in 2019. Prior to that, Justinn served as a consultant to Good Life since 2017. Having spent 15 years in construction, manufacturing, and commercial contracting, Nein is tasked with continuing to develop the Real Estate offering at Good Life. In this role, Nein is building a team of externals who are scouting land acquisition and leasing opportunities for the 200+ locations Good Life intends to build in the near future. Additionally, his division is responsible for managing the existing 80+ offices and handling all the needs related to those offices.
Justinn spends his free time with his wife Courtnie, the President and co-founder of Good Life Companies and their two boys: Graham and Colt. Justinn enjoys the outdoors, working out, and living a clean, healthy lifestyle.
Kelly Parker joined Good Life Companies in 2020 as the Real Estate Coordinator. Kelly assists in the management of real estate projects from initiation to completion. Her goal is to ensure a smooth process with the best possible outcomes for all involved. Kelly holds her Bachelor of Science Degree in Healthcare Administration and started off her career in non-profit development for healthcare-related causes. She also spent a number of years working in community engagement in the professional sports industry.
Kelly enjoys dancing and has performed professionally for many years in addition to her career. In her free time, Kelly likes to be with friends and family. She also remains an active ally to the non-profit community and continues to volunteer whenever possible.
- 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 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.
Nikki joined the transitions team at Good Life Companies in 2015. In 2018, Nikki was promoted to Director of Transitions. In this role she manages a team of transition specialists, providing advisors with support and training during their on-boarding process.
Nikki went to Kutztown University and received her Bachelor’s Degree in Psychology. She worked for two years as 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.
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.
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.
Virtual Practice Management
Arianna Perez joined the Good Life team in 2019 holding the position of Virtual Practice Manager. Her responsibilities include assisting financial advisors with daily client relationship support, executes account opening and maintenance, and schedules client meetings and events. Her role gives advisors the assistance to cultivate and manage their business while giving clients the attention they need and deserve. Before joining the Good Life team, Arianna worked in the banking industry for 7+ years.
Arianna is Berks County born and raised. In her free time, she enjoys hiking with a camera in hand so she can capture the beauty of her home town through lenses.
Theresa Dowling, 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 fiancé, Chris, and their two dogs, Nelli and Thor.
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.