Team Biographies
As the Founder and Managing Member of Soloff Wealth Management, Adam Soloff maintains an intense focus on helping his clients pursue their retirement and investment goals.
As Soloff Wealth Management’s Client Success Coordinator, Heather Soloff takes pride in working with Adam to ensure client satisfaction.
Alison Pettine Wyshock joined Secure Planning Group, LLC as aWealth Advisor in 2016. She is passionate about empowering womenentrepreneurs, business owners, and executives to be financiallyproactive.As part of educating women, Alison...
Chris currently holds his FINRA Series 6, 7 and 63 licenses withLPL Financial and the Series 65 license with Wealthcare AdvisoryPartners, LLC in addition to life, accident, and health licenses. He is agraduate of the University of...
For more than 27 years, John has been helping business owners, keyexecutives and high-net-worth individuals transform their life aspirationsinto financial realities. By establishing a culture of integrity and trust,creating realistic...
Matthew is a registered Financial Advisor. Now going into his sixth year, Matthew’s primary objective is to help individuals, business owners, professionals and executives feel confident about their financial future. Matthew...
With more than 10 years of experience within financial services, Mikehas partnered with over 400 financial advisors. Previously, as a salesconsultant he specialized in building investment portfolios as wellas helping advisors align...
A native of Bucks County and a college graduate from Cairn Universitywith a Bachelor’s & Master’s degree in Business Administration, Nate hasbeen a part of SPG’s team since 2021. While at Cairn, Nate was a...