Financial Strategies and Wealth Management

Kyle Beissel

Title

Kyle is a CERTIFIED FINANCIAL PLANNER™ primarily focusing on tax efficiency, retirement planning, investment management, estate planning, and charitable giving. Kyle prides himself on being positive and bringing an authentic approach to his client relationships. Kyle truly cares about getting to know his clients, while guiding them on their journey to reach financial independence. Kyle earned a B.S. in Accounting & Business from Lebanon Valley College, and he resides in Reinholds, PA with his wife, Hannah, and son, Elliott.

Gabrielle Daley

Sr. Administrator

Gaby has been in the Financial Services Business for over 10 years, with a focus on client relationships. She prides herself on servicing all clients in a way that benefits them and their families while building lifelong relationships. After graduating from Rowan University in 2015 she started her career path by working for David Stepp with Stepp Financial Services. She grew up in southern New Jersey where she met her now husband, Andrew. They have a beautiful young daughter named Evelyn, and two dogs named Behr and Pippin! They love traveling to explore new places together. 

Team Member Name

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