Top financial advisors working with faith-focused clients in Bethlehem, PA

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

Carla Wamba is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she owns and operates Good Karma Tax LLC, a tax preparation business based in Bethlehem, PA. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficient strategies.

Anthony Parenti is the sole advisor at Parenti Wealth Management in Bethlehem, PA, holding a Series 63 designation with 13 years of industry experience. He is also the owner and sole proprietor of Parenti Consulting DBA Apex Accounting, Tax and Insurance Agency, where he provides CPA and insurance services. Parenti has managed his wealth management firm since 2012 and has been operating his accounting and insurance practice since 1994. Parenti Wealth Management offers financial planning and consulting services, educational seminars, and acts as a solicitor by referring clients to third-party investment managers who directly manage assets. The firm combines a CPA background and licensed insurance practice with advisory services, delivering tailored planning support and monitoring recommended managers on behalf of clients.

Christopher Schlack is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he co-owns an LLC with his wife that manages a residential property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

James Mohamdein is a financial advisor at Social Justice Capital LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fidelity Personal and Workplace Advisors, The Vanguard Group, and other firms. Outside of finance, he works as an actor and musician and is involved in the sales of solar panel systems. Social Justice Capital LLC provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, and business entities. The firm offers a structured seminar and workshop program, incorporates various analytical methods in its investment approach, and allows for client-imposed socially conscious investment restrictions.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

Owen Freel is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with four years of industry experience. He has been with Christy Capital Management since 2018 and previously worked for Fountain Car Wash from 2016 to 2018. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment advisory, wealth management, financial planning, and related services. The firm uses a client profile and risk-tolerance questionnaire to tailor recommendations and implements discretionary management through a subadvisor program, offering values- or faith-based model portfolios managed by EverSource Wealth Advisors.

Benjamin Nunn is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Values First Advisors, Inc. since 2014. In addition to his advisory role, he is licensed to sell insurance and may receive commissions on insurance product sales. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs Biblically Responsible Investing principles and uses long-term equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.

Robert Barber is a financial advisor with Christian Financial Advisors in New Braunfels, TX, holding a Series 63 license and bringing 32 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities, Inc. He is also the author of a book titled *7 Pillars of Biblical Stewardship*. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach that incorporates a Biblically Responsible Investing overlay.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.