Allentown, PA Tilghman Street Office

Peter Isaac is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 2016. In addition to his financial advisory work, he is a practicing Doctor of Osteopathic Medicine. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and custodians, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

David Rabenold is a financial advisor at Primerica Advisors with 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Jennifer Riggs is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Primerica Advisors since 2013 and recently assumed a role at Blue Mountain Financial Group. Outside of her advisory work, she manages OTA, LLC and serves as Co-CEO and business partner at Next Level Integrated Industries, a business consulting firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes third-party asset manager curation and uses an exclusively percentage-based wrap fee structure.

Patrick Mullaney is a financial advisor with Primerica Advisors in Macungie, PA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked with Blue Mountain Financial Group since 2020 and has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 2001. In addition to his advisory role, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

Scott Smith is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Primerica Advisors since 2016 and maintains ongoing involvement in family sanitation businesses, including a long-term role as Vice President at Gene & George Smith Sanitation. Smith also receives compensation related to loan product sales and home service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies primarily managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Robbie Hicks is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc., LVPG, Primerica Financial Services, and SLPG. Outside of his advisory role, he is involved in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with thousands of advisors and offices, offering model-based investment strategies managed by third-party asset managers.

Michael Mowad is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and also operates as an independent benefits advisor. In addition to his financial advisory role, he is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with a model-driven investment approach supported by third-party asset managers and custodians.

Daniel Schmidt is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with Pfs Investments Inc and Primerica Financial Services since 2009. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets for individual, corporate, and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and provides various portfolio models, including those investing in cryptocurrency exchange-traded funds.

Deborah Hamburger is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her work history includes roles at PFS Investments, Blue Mountain Financial Group, and Primerica Financial Services. Outside of financial advising, she is a self-employed artist selling her own artwork. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Marcus Patterson is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at Wells Fargo and Uline, as well as continued involvement with PFS Investments Inc. and Blue Grillhouse, the latter representing an outside business activity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offers model-based investment strategies managed by unaffiliated asset managers.

Richard Seidel is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Primerica Advisors and Primerica Financial Services since 2018, as well as Blue Mountain Financial Group since 2020. Outside of his advisory role, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Bryn Lindenmuth Jr. is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Blue Mountain Financial Group and Primerica Financial Services, as well as a 14-year tenure with the Southwestern Regional Police Department. Lindenmuth also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for investment management.

David Quatrone is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2015. In addition to his advisory role, he has been involved with Tutor.Com, Educational Testing Service, Kaplan Test Prep, and Allentown School District since 2005. Primerica Advisors offers a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and provides trade execution and custody support through BNY Mellon Advisors and Pershing.

Travis Shearer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. His work history includes roles at Blue Mountain Financial Group and Primerica Financial Services. Outside of finance, he is a partner at Jacobs Valley Farm, a livestock business, and has served with the Penn Township Police Department since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

John Noon II is a financial advisor with Primerica Advisors in Allentown, PA, holding a Series 66 designation and 12 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2013 and was previously employed at Schwabe Contracting Inc. Noon is the owner of Noon Enterprises LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.