Bravias Financial

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Bravias Financial

Our company was founded on the principle that a comprehensive understanding of one’s financial situation is essential to making informed decisions. We educate our clients on the key issues they will face today, and in retirement; creating guaranteed lifetime income, protecting wealth in any economy, and managing risk. Once they understand their situation better, we guide them towards the solutions they need to achieve financial peace of mind.

The Bravias Financial team is comprised of a unique group of individuals with a variety of specialties in the financial services industry. Together we work to offer customized solutions to help grow and protect your wealth. Through comprehensive wealth planning based on customized investment strategies and risk management products, Bravias Financial is uniquely qualified to help you achieve your goals.

Rich Zeitz, ChFEBC℠
President
Rich Zeitz is the Founder and President of Bravias Financial, and best-selling author of “Plan Smart, Retire Right: A Common Sense Approach to a Stress-Free Retirement”. He is a graduate of Penn State University and a veteran in financial services since 1994. As a proud member of the National Ethics Association, his firm is built on the foundation of trust, integrity, and best practices. He has become a thought leader in the industry having written guides and articles focused on retirement planning strategies and has been seen in US News and World Report, The Washington Post, Investopedia, Yahoo! Finance, The Street, MarketWatch, ABC, CBS, FOX, NBC, and The National Financial Educators Council, to name a few.

In addition to conducting educational workshops and seminars, he frequently speaks to various organizations about wealth management and retirement readiness. Rich also invests time mentoring and educating other financial advisors across the country, sharing his philosophy and approach.

Rich, like his firm, remains completely independent. “Bravias is not owned by a bank, brokerage firm or insurance company. This independence allows us to work in a conflict-free environment and do what we feel is best for each client.” He started Bravias Financial in 2008 to help guide investors on the path towards financial security. “As an independent wealth management firm, we represent our clients rather than any one particular company. This independence is vital in delivering objective advice.” Through the years, Rich has built a reputation helping people achieve a more meaningful financial future. His holistic approach to planning is designed to address all possible financial concerns and help clients truly achieve the financial future they imagine and deserve.

Ally Zeitz, CPA
Director of Operations
Ally is responsible for overall firm operations and ensuring the delivery of quality retirement planning services to clients. Her diverse professional background of 25+ years provides valuable know-how with a variety of functions such as plan design and analysis, compliance, and back office systems. Ally currently maintains her license as a Certified Public Accountant (CPA) and before coming on board, she worked in various roles as a senior tax specialist, financial analyst, case manager and supervisor with Goldman Sachs, Ernst & Young and Frank Hirth where she specialized in tax and financial planning for expatriate, foreign nationals and high net worth clients.
Adam Sussman
Director of Investment Operations
Adam’s career spans 22 years in the financial services industry working various roles at David Lerner Associates, Ascent Capital and Andover Brokerage. At Bravias Financial he utilizes his financial planning and portfolio strategy experience to help implement managed financial solutions for our clients. With expertise in capital markets and investment management, his primary roles include investment strategy, market research, processing client trades and re-balancing client accounts, as well as investment manager due diligence.
Kyle Kane
Director of Marketing
As a thought leader in the digital marketing space, and with a history of success in brand management and content production, Kyle has planned and executed innovative marketing strategies for diverse industries spanning from entertainment and consumer products, to finance and technology. Leveraging 20+ years experience in marketing and business development, Kyle leverages his unique skill set to ensure the valuable services and messaging of Bravias Financial reach those who need it most.
Michelle Diaz
Operations Manager
Michelle brings 12+ years of client service experience to her role as Operations Manager. Michelle manages all back-office operations for the firm and works cross-functionally alongside our financial advisors and management team to identify and improve business operational needs. Her primary responsibilities include client servicing, processing investment business transactions, opening new accounts, facilitating account transfers, processing and tracking investment account maintenance items, and compliance. Michelle is happiest when wearing many different hats and her passion for excellence enriches the client experience and contributes to the overall success of the firm.
Nicole Leonard
Operations Assistant
Nicole is a recent graduate from Stockton University where she obtained her B.A. in Finance. At Bravias Financial, her main role is to provide support to the Operations Manager by helping to administer day-to-day tasks and increase firm efficiency. She is responsible for client onboarding, managing calendars, processing paperwork, and handling account maintenance with the highest quality of service, all while ensuring a smooth operation and an exceptional experience for the firm’s clients and advisors. Nicole’s detail-oriented approach and client-first mentality shines through in everything she does.
Justin Wilson
Planning Analyst
Justin works as part of the planning team and is responsible for reviewing, analyzing and inputting clients’ financial information into planning software for our advisors to use while engaging clients in the financial planning process. He prepares and compares different financial scenarios for clients, helping advisors implement effective strategies and assists with financial plan development and coordination. His organizational skills and keen attention to detail make him an important asset to the growth of Bravias Financial.
Matthew Sottile, ChFEBC℠
Sr. Vice President, Financial Advisor
Matt has been providing financial advice since 2004 and has broad experience in asset management, financial planning, insurance, retirement planning and 401K plans. He focuses on comprehensive financial management when it comes to building client portfolios and takes into account the need for capital preservation during retirement. With his extensive market knowledge, Matt has developed an approach to investing that embraces a macro view of the markets in conjunction with the micro needs of his long-term client relationships.
Anita J Patel, CFA®
Sr. Vice President, Financial Advisor
Anita started her career in financial services working with institutional clients in 1994, after earning a degree in Economics from The Wharton School at the University of Pennsylvania. In 1998, she obtained the professional designation of CFA (Chartered Financial Analyst). Over the years, Anita has gained valuable experience in a variety of disciplines including pension consulting, institutional client services, global securities analysis, and investment management. Anita focuses primarily on helping women over 50, small business owners, and federal and state employees make smarter financial decisions so they feel more secure in retirement.
Sacha Wilson
Financial Advisor
Sacha has spent the majority of his career in the financial services industry working with various institutions like UBS, Ameriprise, and JP Morgan Chase. He focuses on personal financial planning and wealth management for Federal employees. He brings a client-centered approach to Bravias Financial and he assists the team in designing our ‘Retirement Blueprints’ which demonstrates how clients can move forward in retirement with proper income planning and a well-balanced diversified portfolio. This enables Sacha to fulfill his passion for helping individuals and families achieve true financial freedom.
Alex Benzemann, ChFEBC℠
Financial Advisor
Alex earned an MBA in International Finance and has spent the last 27 years in financial services, having broad experience in investment management, life insurance, disability insurance and retirement planning. Alex has worked with with AIG in Moscow, Russia applying his wealth of information to the growing insurance sector. Since 2003, Alex has applied his knowledge in helping municipal, state and federal employees not only better understand how their benefits work, but how to achieve their financial goals through proper planning and smarter wealth management decisions.
Stephen McGahran
Financial Advisor
Since 1996, when he began his career in financial services, Stephen has been helping people plan for their future. Over the years, he has gained a deep understanding of investment strategies, securities, insurance products, pension plans, income planning and real estate, and helps create balanced and personalized portfolios for individuals, businesses, and organizations alike. He is particularly knowledgeable with benefits and retirement planning for federal and state public employees including advice on how to better manage their retirement savings (TSP, 403b, 457, 401k). Seeing people enjoy their retirement without stress is what fuels his passion as a financial professional.
Adam Swetlik, ChFEBC℠
Federal Benefits Coordinator
After joining the US Army in 1986 and serving 2 years, Adam worked hard and went on putting himself through college, earning a degree in Business at the University of South Florida. Since 2010, Adam has focused his time helping Federal employees better understand their benefits. His military background, coupled with his financial services experience, has helped him realize the importance of financial literacy for Federal employees. Adam sent himself on a personal mission to not only educate Federal employees on how their benefits work, but help them truly understand what it all means in context of creating their own worry-free retirement.
Dan Oritz
Financial Advisor
Dan embarked on a financial services career over 35 years ago when first licensed with North Atlantic Life Insurance Company of America and Norbay Securities, and later working as an agent and registered representative with Prudential Insurance, Mutual of New York and AIG. In 2009, in an effort to expand his insurance knowledge and help clients get educated in an often misunderstood market, he began focusing his attention in the Medicare insurance arena. Working with retirees over the years has exposed Dan to many of the challenges people face when it comes to addressing their financial goals and the pitfalls that may be avoided along the way.
Julian Bannister
Life & Health Insurance Advisor
Julian brings over 16 years of experience servicing high-end clientele and business owners. His business background began in the restaurant industry where he was a District Manager and ran day-to-day operations, and later went on to running his own service business for over 7 years. These ‘client-first’ experiences armed Julian with the knowledge of how important asset protection and financial planning are. Julian’s focus is in supplemental life and health insurance, and he brings the highest degree of exceptional experience to his clients by listening to their needs and working with them to implement a plan that addresses their concerns.
Katie Chaffin
Property & Casualty Advisor
Karma Risk Management
Katie traded a career in banking for one in property and casualty insurance. With Bravias Financial, Katie draws from her vast experience in small business and personal lines to help countless individuals find affordable insurance that meets their needs. Katie is skilled at matching customers with the ideal carrier through her exclusive insurance network, and her goal is to provide peace of mind for our clients.
Wesley Tanner
Annuity Specialist
Financial Independence Group
With so many options available, the annuity market can be a bit overwhelming. Wesley’s primary focus is to assist in researching and selecting the best annuity products based on the client’s unique and individual needs – income, growth or both. With access to over 50 annuity carriers, and a multitude of different types of products, he is an integral part of the team in creating income plans, or positioning annuities inside of a client’s portfolio.
Andrew Ball
Life Insurance Specialist
Financial Independence Group
Andrew provides product support and specializes in case design, underwriting and case management, all while staying informed of industry changes and new product opportunities. Andrew is a very hard worker and has a real passion for helping people. He strives every day to ensure that clients are consistently receiving top-of-the-line service, and ensures that each client is quoted the appropriate coverage and product to best meet their insurance needs.
Alecia Barnette
Long Term Care Specialist
Financial Independence Group
Alecia assists us by matching clients’ needs with the best Long Term Care insurance products on the market. She has always believed in the importance of education when it comes to planning for LTC and the effect it has on one’s financial and personal long-term goals. Alecia understands the significance that accuracy and customer service plays and you can often find her on the phone with a carrier discussing a new case, or just gaining more product knowledge.
David Sargent
Investment Advisor / Branch Manager
PA Secure Retirement Solutions
David is an Investment Advisor with Bravias Capital Group, and branch manager of the Doylestown PA branch of PA Secure Retirement Solutions. He has worked in the financial services industry since 1995 and has extensive knowledge in retirement planning, investment management and insurance planning. David designs and implements personalized strategies that can help clients reduce their overall market risk, protect their assets and maximize their lifetime income throughout retirement. His primary focus is to enhance, and ultimately preserve both his client’s wealth and their estates.
Dawn Stuter
Managing Partner
PA Secure Retirement Solutions
Dawn is a Managing Partner of PA Secure Retirement Solutions. Dawn a native of Doylestown Pa, has over 15 years of experience in all facets of the financial services industry. She has devoted her career and practice to focusing on individual retirement accounts specializing in retirement distributions and defensive asset allocation models. Her philosophy in handling retirement accounts is geared towards a ‘safe money’ approach so that retirement can become as stress free as possible.