In order to provide superior service and act only in the best interest of our clients, we are guided by five core values:
- Maintain INTEGRITY and a high moral standard
- Be HUMBLE and continuously seek knowledge
- Remain EMPATHETIC to the needs of our clients
- Achieve EXCELLENCE in everything we do
- Be ENTREPRENEURIAL through creativity, motivation and adaptability
Robert B. Dunn, CFP®
Bob Dunn lives in a world where nothing is out of reach. He believes in setting your sights high constructing definitive and ambitious goals and steadily moving toward them.
Bob is, first and foremost, a family man. His desire to improve the lives of everyone around him is evident in his dedication to his family, clients, co-workers and local charities. As President and Managing Partner of Private Wealth Management Group, Bob’s conviction to excellence and integrity leaves no doubt where his clients stand in the relationship, first.
Sometimes it can be difficult to pinpoint the elements that will make a person feel wealthy. Bob takes great pleasure in helping each individual discover and achieve their definition of wealth. Through empathy and humility Bob guides a process that will help determine the values that will lay the course for every plan he prepares.
Ryan M. Vogel, CFP®
Ryan is a CERTIFIED FINANCIAL PLANNER®, Senior Wealth Advisor, and partner at Private Wealth Management Group. After graduating from Muhlenberg College, with a Bachelor of Arts degree in Business and a minor in History, Ryan chose to work for The Vanguard Group at their headquarters in Malvern, PA. During Ryan’s tenure at Vanguard, he served in several different client facing roles including investment education and High Net Worth client services. Ryan joined Private Wealth Management Group in 2006. In addition to developing financial plans and communicating with his clients, Ryan leads the firm’s investment committee and is also responsible for overseeing performance reporting and trading operations.
One of the greatest sources of satisfaction in my position at Private Wealth Management Group is to actively learn the art of being a good advisor from two fantastic mentors. Working with and for Bob Dunn and Ryan Vogel helps me to learn that being an advisor is not just about having experience and knowledge, but about having compassion and truly caring for the wellbeing of our clients.
Kathleen M. Biesiadecki
For more than 25 years Kathy has had a career in the financial services industry. She served as Branch Manager for a large, regional bank prior to joining Private Wealth Management Group in 1994. As Office Manager Kathy wears many hats. From managing all office operations to planning client events to assisting the financial planners in providing excellent client service, Kathy finds her responsibilities both challenging and incredibly rewarding.
Daniel SatzDan Satz has been in the financial services industry for his entire professional career. After graduating from West Chester University, with a Bachelor of Science in Business Administration, he joined LPL Financial as a Wealth Manager where he conducted investment research, created financial plans, and maintained client relationships. He later transitioned his career to the technology side of the financial industry at Albridge Solutions. During his time there, he managed relationships with broker/dealers who were utilizing their software. Although he enjoyed his time at Albridge and gained a wealth of knowledge, he yearned to get back to helping people fulfill their financial goals. Dan recently joined Private Wealth Management Group, because he wanted to return to what truly motivated him, which is client relationships and financial planning.