Steve came to the financial services industry from an unusual background: tired of school, he left his pre-med degree from Penn State University behind to follow in his father’s footsteps as a financial advisor. 

However, having watched his father become mentally burned out from the vicious cycle of chasing new clients as a high-achieving transactional insurance advisor, he was determined to do it differently, by focusing on gathering assets under management and building recurring income. Yet, over time their experiences resembled one another. The stress of a market downturn and the subsequent impact to income, combined with out-promising and out-delivering his competition had him on the brink of breakdown. 

So in 2012, through the mentorship of a (now retired!) Top Financial Planner, he discovered how to restore order to his business, reclaim 50% of his time, and operate as an empowered owner of a 7-figure practice  — confidently and genuinely charging for his time and expertise every year. 

Today, Steve is a Senior Financial Planner and practice owner of Holistic Financial Planners, where he is wholly dedicated to his client’s financial success. As a coach and planner, Steven helps clients bring clarity to their current financial picture and holds them accountable for achieving their future financial goals. He ensures they are living for the present without neglecting the future while being as efficient as possible.

Steven holds an array of industry licenses and has furthered his financial services education by receiving a ChFC® designation from The American College. In addition, Steven has qualified as a Leaders, Masters, or Platinum advisor each year since 2008. Steven and his wife, Yvette, live in Paoli with their two daughters, and he is an avid golfer and movie watcher. 

Benjamin Skupp is a geologist turned financial advisor. At the beginning of his career (20 years ago), he focused on selling large insurance premiums. This highly unstable, transactional approach caught up with him both mentally and financially. In 2012, despite having his best financial year yet, he participated in the same coaching program as Steve, where he too discovered how to restore order to his business. Today he confidently charges substantial recurring financial planning fees which make up 20% of his income with the remaining 80% of his 7-figure income coming from organic product sales. More importantly, he now feels “in control” of his business and is enjoying using his reclaimed time to coach other advisors to do the same.

As a Senior Financial Planner and practice owner of Holistic Financial Planners, Benjamin is determined to provide his clients comfort and confidence in achieving their lifetime goals through financial coaching and planning. His caring and focused approach helps him understand problems from all perspectives and find customized solutions to best serve his clients.

Ben has an array of industry licenses and has continued his commitment to the financial services industry by receiving his ChFC® from The American College, being a member of Leaders Association for the past nine years and has also been an MDRT qualifier since 2006. Ben has qualified as a Top Planner and a Leaders, Masters, or Platinum advisor each year since 2006.

When he is not guiding clients or coaching financial advisors, he can be found doing anything outdoors – but especially loves fishing, hiking, & skiing. Ben and his wife Danielle live in West Chester, PA with their three kids, and he likes to say that he gets his best coaching insights from the time he proudly dedicates to coaching his 10 year old daughter’s soccer team.

Jaclyn Bradley is one of the most recognized “Teaming Coaches” in the financial advising industry. She has coached thousands of teams of all shapes and sizes and is an authority on the unique challenges that advisors face as they scale their practices to become more profitable, self-sufficient, and enjoyable to run. 

Her coaching has helped thousands of practice owners achieve breakthrough growth in their business, while achieving freedom from the areas of the business that bog them down. 

Jackie holds a master’s degree in Organizational Dynamics and Executive Coaching from the University of Pennsylvania. She was previously a team coach & succession planning consultant at NEF, MetLife, Mass Mutual, & Penn Mutual. She  also has 13 years of field experience with the #1 NEF / MetLife Agency, has played a version of every role in a financial advisory practice, and totally gets the problems that practice owners encounter as their businesses grow.

Jackie is a self-admitted nerd who loves to read fun fiction, but also anything and everything personal development. A beach lover (recently also turned mountain lover!), her 10 year old, Hannah, keeps her young and in tune with technology. Good food and drink will always be the pathways to Jackie’s heart, and she’s an avid tennis player and beginner pickleball player.