Wyomissing, PA Office

Michael Gross is a financial advisor at ValMark Advisers, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark since 2014. Prior to that, he worked at Ross & Company, PC for 24 years. Outside of investment advising, Gross provides consulting services focused on accounting procedures and serves as an executor for estate administration. ValMark Advisers offers investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies implemented via mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing by advisory representatives.

Susan Hall is a financial advisor at ValMark Advisers, Inc. with 48 years of industry experience. She holds the ChFC® and Series 66 designations and has been with ValMark since 2014. Outside of her advisory role, she serves as a Judge of Elections in Maidencreek Township, Berks County, Pennsylvania. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Ian Imbody is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including SEI Investments and Velekei Giles Financial Advisors. His background also includes positions outside the financial sector, such as roles at Dick's Sporting Goods and Valvoline Inc. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, and offers access to proprietary platforms and third-party manager programs.

Connor Quesenberry is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Velekei Giles Financial Advisors and Vanguard-related entities. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Patrick Velekei is a CFP® professional with 26 years of industry experience, currently serving at ValMark Advisers, Inc. since 2010. He is involved in insurance sales through Velekei Giles Financial Advisors and serves as the Investment Committee Chairperson for the United Way of Berks County. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party platforms and services.