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® - Managing Partner
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® - Managing Partner
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.
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.
“There aren’t many professions where you have the privilege of creating such amazing, long lasting relationships, with people from all different walks of life. Seeing these relationships grow, and helping clients realize their financial goals and dreams are what keeps me motivated day to day, and brings me much joy and satisfaction.”
Daniel Satz joined Private Wealth Management Group in 2015, and is a licensed Investment Advisor Representative. Dan has been in the financial services industry for his entire professional career. After graduating from West Chester University, with a B.S. in Business Administration, he joined LPL Financial as a Wealth Manager, where he conducted investment research, created financial plans, and maintained client relationships. After his branch office relocated to Florida, he transitioned his career to Albridge, a BNY Mellon Company, where he managed relationships with broker/dealers and Registered Investment Advisors that utilized their performance software. Although he enjoyed his tenure at Albridge, he yearned to return financial planning, where he could build meaningful relationships with clients, and help them to achieve their financial goals.
Outside of the firm, Dan spends his free time playing many different instruments, and ocasionally plays with a band at local venues. He is also a photographer and digital editor and goes on a professional photo shoot every now and then. Daniel lives in Manalapan, NJ with his wife, Rachel, and their dogs, Daisy and Jax.
Andy has a passion for helping people realize a secure financial future. He enjoys the process of discovering the right course and guiding them along the way. He began his career as a tax and accounting advisor at a CPA firm. Here he helped business owners navigate complex financial situations. His expertise helped simplify the information that gave the business owners the confidence needed to achieve their goals. The pleasure in their success led Andy to pursue a career in financial services. His desire to work in the world of finance led to a corporate financial analyst position, where he supported executive management with revenue analysis. However, Andy quickly realized his real joy came from connecting with people on a personal level and being able to educate them. Financial planning was a natural progression. Andy found a great fit and joined the team at Private Wealth Management Group in 2017. He looks forward to cultivating long lasting client relationships through financial planning.
Andy holds a bachelor’s degree in finance from The University of Akron and is a Series 65 licensed Investment Advisor Representative. He is aiming to obtain his CFP® designation in March 2018. In his free time, Andy enjoys hiking, cycling, cooking, and keeping up with his favorite Cleveland sports teams.
Jake is entering his senior year at Wake Forest University where he is majoring in Finance and minoring in Statistics. He has spent his previous summers in corporate finance, but decided he wants to pursue a career that revolves around client relationships. A career in financial planning appears to be the most suitable for his ambitions. Jake is eager to help clients achieve their financial goals. The opportunity to be a summer intern at Private Wealth Management Group was a perfect fit. He will work closely with the team and learn from two respected and knowledgeable advisors. He intends to further his career in financial services field after graduating.
At school Jake is involved in many activities such as volunteering in the community through Circle-K International and strengthening his financial knowledge during Wake Fin-Tech meetings. At home, he enjoys playing basketball and golf, and spending weekends with his friends and family on the Delaware River.