We Love What We Do

We are driven every day by the desire to help our clients feel confident about their financial future. It’s about meeting you where you are—understanding your aspirations, and perhaps even helping you achieve goals you didn’t realize were within reach. This impact has driven us for the last six decades keeping our focus on what’s most important: your success.

Meet Our Team

At BLBB Advisors, we have deep roots in the industry and decades of experience working together and building strong relationships. Our advisors come from diverse backgrounds, including careers in the military, law, and education. This variety of experiences brings unique perspectives to the table.
Edward J. Barnes
Financial Advisor &
Director of Retirement Plans
Edward J. Barnes
Financial Advisor &
Director of Retirement Plans
Education
Temple University, BBA, Accounting
Community Leadership
Christian Legal Clinics of Philadelphia, Board Member
Delta Community Supports, Board Member
Every Good Gift, Board Member
Young Life Liberty Region, Board Member

Edward J. Barnes

Financial Advisor & Director of Retirement Plans

In his capacity as an advisor, Ed quantifies, prioritizes, and creates plans and investment strategies to help clients successfully achieve their financial goals – as well as structuring solutions to create wealth for future generations. An ERISA 3(38) fiduciary, Ed also serves as our Director of Retirement Plans; ensuring a disciplined, well-documented approach to mandated periodic reviews, and formalized plan sponsor fiduciary duties to minimize liabilities associated with overseeing a qualified retirement program.

Prior to joining BLBB Advisors, Ed was President and CEO of the Gwynedd Company for 24 years – growing the firm to more than $100 million in assets under management. He also brings years of corporate compensation and benefits experience acquired in large companies in the Philadelphia area.

Outside of the office, Ed enjoys spending time with his wife, Pam, and his family, spoiling his twelve grandchildren, and playing golf.

Education
Temple University, BBA, Accounting
Community Leadership
Christian Legal Clinics of Philadelphia, Board Member
Delta Community Supports, Board Member
Every Good Gift, Board Member
Young Life Liberty Region, Board Member
Laura Brewer
Financial Advisor & Principal
Laura Brewer
Financial Advisor & Principal
Professional Credentials
Doshisha Girls’ Junior and Senior High School (Kyoto, Japan), Teacher
Commonwealth of Pennsylvania State Bar, admitted (inactive)
Education
Smith College, BA, Economics and Government
Vanderbilt Law School, JD
Community Leadership
BLBB Charitable, Board of Trustees
Community Partnership School, Board of Trustees and Finance Committee Member
Germantown Academy, Board of Trustees and Investment and Strategic Vision Committees
Germantown Academy Women’s Networking Group, Co-Founder and Member
Liberty Lutheran, Finance Committee Member

Laura Brewer

Financial Advisor & Principal

Laura specializes in helping her clients successfully navigate periods of transition and proactively address financial concerns and challenges through careful planning. She works closely with each client to develop a sound asset management approach incorporating their specific personal needs, circumstances, and financial goals. As the primary financial provider in her own family, Laura is keenly attuned to the unique issues women face as they build, manage, and transfer their wealth to the next generation – particularly women who suddenly or unexpectedly find themselves in charge of their family’s financial life.

Outside the office, Laura is the mother of two girls and an active volunteer at their school. Like many of her clients, Laura is also an avid traveler and is always ready to plan her next adventure.

Professional Credentials
Doshisha Girls’ Junior and Senior High School (Kyoto, Japan), Teacher
Commonwealth of Pennsylvania State Bar, admitted (inactive)
Education
Smith College, BA, Economics and Government
Vanderbilt Law School, JD
Community Leadership
BLBB Charitable, Board of Trustees
Community Partnership School, Board of Trustees and Finance Committee Member
Germantown Academy, Board of Trustees and Investment and Strategic Vision Committees
Germantown Academy Women’s Networking Group, Co-Founder and Member
Liberty Lutheran, Finance Committee Member
Nicholas G. Bucci, CFP®
Financial Advisor
Nicholas G. Bucci, CFP®
Financial Advisor
Professional Credentials
Certified Financial Planner, CFP®
West Chester University, Adjunct Instructor
Thomas Jefferson University, Adjunct Finance Instructor
Eastern University, Adjunct Finance Instructor
Education
Shippensburg University, BS, Finance and Management Systems
Pennsylvania State University, MBA
Saint Joseph’s University, MS, Finance
Community Leadership
Open Hearth, Finance Committee
Phoenixville Community Health Foundation, Trustee, Secretary and Finance & Investment Comm Chair

Nicholas G. Bucci, CFP®

Financial Advisor

Nick specializes in working with complex family groups and nonprofit institutions – developing and maintaining financial plans and providing ongoing asset management that aligns with each clients’ personal circumstances, challenges, and goals.

Prior to joining our firm in 2019, he spent 11 years as a Client Portfolio Manager with Hirtle, Callaghan & Co., working directly with high-net-worth family groups, business owners, retirement plans, endowments, and foundations.

Nick enjoys spending time with his wife and two young children hanging out at home cooking on the smoker or at a local park in Phoenixville when not spending time at the beach.

Professional Credentials
Certified Financial Planner, CFP®
West Chester University, Adjunct Instructor
Thomas Jefferson University, Adjunct Finance Instructor
Eastern University, Adjunct Finance Instructor
Education
Shippensburg University, BS, Finance and Management Systems
Pennsylvania State University, MBA
Saint Joseph’s University, MS, Finance
Community Leadership
Open Hearth, Finance Committee
Phoenixville Community Health Foundation, Trustee, Secretary and Finance & Investment Comm Chair
Brian Gallagher, CFP®
Financial Advisor
Brian Gallagher, CFP®
Financial Advisor
Professional Credentials
Certified Financial Planner, CFP®
Education
West Chester University, BS, Business Management
Community Leadership
Phoebe Ministries, Audit, Finance and Investment Committee

Brian Gallagher, CFP®

Financial Advisor

Brian leverages his 25+ years of experience to deliver financial planning, strategy development, and investment recommendations to the mission of helping his clients meet their stated goals. He is also responsible for overseeing our firm’s ETF Model Program.

Prior to joining our firm in 2015, Brian served as Associate Director of Reporting and Operations at Threshold Group, LLC and was a Senior Financial Analyst at Ashbridge Investment Management.

Outside of the office, Brian is an active volunteer in his community, a lifelong Philadelphia sports fan, and an Eagles season ticket holder.

Professional Credentials
Certified Financial Planner, CFP®
Education
West Chester University, BS, Business Management
Community Leadership
Phoebe Ministries, Audit, Finance and Investment Committee
Michael J. Geraghty, CFA, CFP®
Financial Advisor Associate
Michael J. Geraghty, CFA, CFP®
Financial Advisor Associate
Professional Credentials
Chartered Financial Analyst, CFA
Certified Financial Planner, CFP®
Education
Penn State University, BS, Finance
Community Leadership
Saint Joseph’s Prep, Member, Young Alumni Leadership Council

Michael J. Geraghty, CFA, CFP®

Financial Advisor Associate

Mike collaborates with our advisors to oversee portfolios and directly manage client relationships. He also serves on BLBB Advisors’ Investment and ETF Committees.

Before joining our firm, he worked for both Janney Montgomery Scott and Boenning & Scattergood in equity research, sales and trading (with a focus on financial institutions) for individual and institutional clients.

Mike lives in the Fairmount neighborhood of Philadelphia alongside his wife, son, and dog. During his leisure hours, he enjoys such activities as golf, tennis, basketball, culinary pursuits, and family getaways to Ocean City, NJ.

Professional Credentials
Chartered Financial Analyst, CFA
Certified Financial Planner, CFP®
Education
Penn State University, BS, Finance
Community Leadership
Saint Joseph’s Prep, Member, Young Alumni Leadership Council
Clifford P. Haugen, CFA
Financial Advisor, Principal & President
Clifford P. Haugen, CFA
Financial Advisor, Principal & President
Professional Credentials
Chartered Financial Analyst (CFA)
Education
University of Pennsylvania, BS, Entrepreneurial Management and Law and Policy
University of Pennsylvania, BS, Systems Engineering
University of Pennsylvania, MS, Systems Engineering
Community Leadership
American Conifer Society, Finance Committee Advisor
BLBB Charitable, President and Board of Trustees
Gemma Services, Trustee and Treasurer
Gemma Foundation, Trustee
North Dakota Museum of Art Foundation, Board of Directors Vice Chair
University of Pennsylvania Alumni Ambassador Program, Volunteer
Whitemarsh Foundation, Trustee

Clifford P. Haugen, CFA

Financial Advisor, Principal & President

Clifford specializes in helping individuals, families, and nonprofits identify and address complex financial and strategic challenges – from addressing multi-generational family governance issues to helping nonprofits overcome critical transition and growth. He is especially adept at planning, implementing, and executing asset transfers such as succession planning, intergenerational wealth transfers, and charitable gifting.

Previously, Clif served as President, CFO and CCO of Rutherford, Brown & Catherwood, and CFO and CCO of Walnut Asset Management. Throughout his career he has served on various securities industry and regulatory committees.

Clif is married to his best friend, Kristen, and is an avid gardener, traveler, oenophile, and bibliophile.

Professional Credentials
Chartered Financial Analyst (CFA)
Education
University of Pennsylvania, BS, Entrepreneurial Management and Law and Policy
University of Pennsylvania, BS, Systems Engineering
University of Pennsylvania, MS, Systems Engineering
Community Leadership
American Conifer Society, Finance Committee Advisor
BLBB Charitable, President and Board of Trustees
Gemma Services, Trustee and Treasurer
Gemma Foundation, Trustee
North Dakota Museum of Art Foundation, Board of Directors Vice Chair
University of Pennsylvania Alumni Ambassador Program, Volunteer
Whitemarsh Foundation, Trustee
Dean Karrash, CFP®, CPA
Financial Advisor, Principal &
Chief Financial Officer
Dean Karrash, CFP®, CPA
Financial Advisor, Principal &
Chief Financial Officer
Professional Credentials
Certified Financial Planner, CFP®
Certified Public Accountant, CPA
Education
Pennsylvania State University, BS, Accounting
Temple University, MBA
Community Leadership
Ambler Theater, Board Member
BLBB Charitable, Board of Trustees
LaSalle College High School Alumni Committee, Member
Montgomery County Estate Planning Council of PA, Board Secretary and Treasurer
Pennypack Ecological Restoration Trust, Finance Committee

Dean Karrash, CFP®, CPA

Financial Advisor, Principal & Chief Financial Officer

Whether transitioning to retirement, selling a business or looking for help to better understand a financial situation, Dean and his team of financial planners can provide the confidence needed to make well thought out and informed decisions. While appropriate investment management and wealth planning are the foundations of any strong financial plan, it is the individual nature of his process that resonates with clients and leads towards success and lifelong relationships. From individuals to nonprofits and foundations, Dean has extensive experience to assist.

Prior to joining our firm in 2004, he served as President and CEO of Rutherford, Brown & Catherwood, LLC and Chief Financial Officer of Walnut Asset Management, LLC.

Dean and his wife, Maria, are the parents of two grown children. In his free time, he enjoys traveling, skiing, and playing golf.

Professional Credentials
Certified Financial Planner, CFP®
Certified Public Accountant, CPA
Education
Pennsylvania State University, BS, Accounting
Temple University, MBA
Community Leadership
Ambler Theater, Board Member
BLBB Charitable, Board of Trustees
LaSalle College High School Alumni Committee, Member
Montgomery County Estate Planning Council of PA, Board Secretary and Treasurer
Pennypack Ecological Restoration Trust, Finance Committee
John Lawton
Financial Advisor, Principal &
Chief Executive Officer
John Lawton
Financial Advisor, Principal &
Chief Executive Officer
Professional Credentials
United States Army Corp of Engineers, Officer
Education
Bucknell University, BS, Civil Engineering
Community Leadership
BLBB Charitable, Board of Trustees
Camp Tecumseh, Board of Trustees
Presbyterian Church of Chestnut Hill, Endowment Committee Chairperson
Temple University Fox School of Business, Financial Planning Advisory Board
Williamson College of the Trades, Board of Trustees and Investment Committee Chairman

John Lawton

Financial Advisor, Principal & Chief Executive Officer

John works with families, foundations, and nonprofit organizations to grow, protect, and manage their assets – specializing in developing and implementing creative investment management strategies and innovative solutions to address their unique challenges. He is passionate about helping clients seamlessly manage financial transitions throughout the course of their lives; particularly as individuals plan for, and move into, retirement and as nonprofits face financial turning points.

He brings 25+ years of financial services industry experience to his role at BLBB Advisors. Prior to that, John served as an officer in the United States Army Corp of Engineers – spending most of his tour in Germany.

His compassionate spirit is evidenced in the many nonprofits and charitable foundations he serves – both in an advisory and volunteer capacity.

In his free time, John enjoys golf, tennis, paddle tennis, and skiing with his family.

Professional Credentials
United States Army Corp of Engineers, Officer
Education
Bucknell University, BS, Civil Engineering
Community Leadership
BLBB Charitable, Board of Trustees
Camp Tecumseh, Board of Trustees
Presbyterian Church of Chestnut Hill, Endowment Committee Chairperson
Temple University Fox School of Business, Financial Planning Advisory Board
Williamson College of the Trades, Board of Trustees and Investment Committee Chairman
Brianna B. March, CRPS®, CPFA®
Financial Advisor &
Director of Retirement Plans
Brianna B. March, CRPS®, CPFA®
Financial Advisor &
Director of Retirement Plans
Professional Credentials
Chartered Retirement Plan Specialist, CRPS®
Certified Plan Fiduciary Advisor, CPFA®
Education
West Virginia University, BA, Political Science
Community Leadership
Girls on the Run Southeastern PA, Young Professional, Board Member
The Giving Tree, Board Member
Women in Investing Network (WIN), Member

Brianna B. March, CRPS®, CPFA®

Financial Advisor & Director of Retirement Plans

Through wealth advisory and education, Brianna strives to connect with clients on a deeper, personal level to help them better understand their full financial picture so they can grow and protect their assets through every stage of life. By translating complex concepts into smaller manageable action steps, she can help individuals and families better understand how to plan for retirement more effectively.

Also, as a 3(38) plan financial advisor and Director of Retirement Plans, she manages the investment decisions of a retirement plan acting in the best interests of the plan participants and beneficiaries. Prior to joining our firm, Brianna spent 5+ years with the Gwynedd Company.

Brianna and her husband enjoy spending time with their daughters and their dogs, Dublin and Zoe. She is also an avid traveler, with some of her favorite destinations including Portugal, Thailand, Italy, and Ireland.

Professional Credentials
Chartered Retirement Plan Specialist, CRPS®
Certified Plan Fiduciary Advisor, CPFA®
Education
West Virginia University, BA, Political Science
Community Leadership
Girls on the Run Southeastern PA, Young Professional, Board Member
The Giving Tree, Board Member
Women in Investing Network (WIN), Member
Robb J. Parlanti, CFA
Financial Advisor & Principal
Robb J. Parlanti, CFA
Financial Advisor & Principal
Professional Credentials
Chartered Financial Analyst, CFA
Education
Wake Forest University, BS, Business and Accountancy
Community Leadership
Alpha Mid Atlantic, Board Member
CFA Society of Philadelphia, Member
Knights of Columbus, Member
Overbrook School for the Blind, Investment Committee
Visitation B.V.M. Church, Finance Committee

Robb J. Parlanti, CFA

Financial Advisor & Principal

Robb works with individuals, families, and institutional clients to identify their financial goals and develop investment strategies and options. His experience with security selection and portfolio construction is surpassed only by his ability to build long-standing client/advisor relationships based on trust and mutual respect.

His 35+ years of industry experience include nearly 20 years with Turner Investments as a partner and senior portfolio manager. He also served as an equity/ fixed income portfolio manager at PNC Bank.

Robb enjoys spending time with his family enjoying golfing, skiing, and hiking.

Professional Credentials
Chartered Financial Analyst, CFA
Education
Wake Forest University, BS, Business and Accountancy
Community Leadership
Alpha Mid Atlantic, Board Member
CFA Society of Philadelphia, Member
Knights of Columbus, Member
Overbrook School for the Blind, Investment Committee
Visitation B.V.M. Church, Finance Committee
Jeremy L. Leeds, CFP®
Financial Planner
Jeremy L. Leeds, CFP®
Financial Planner

Jeremy L. Leeds, CFP®

Financial Planner
Professional Focus
Assist in the preparation of comprehensive, goals-based financial plans tailored to the client’s personal and financial circumstances and objectives
Professional Credentials
Certified Financial Planner, CFP®
Education
Temple University, BBA, Finance and Financial Planning
Villanova University School of Law, MTax (pending)
Personal
Jeremy is originally from Tampa, Florida. An avid supporter of the Philadelphia rowing community, he also enjoys cooking and scuba diving in the Caribbean.
Ada E. Lubanski, CFP®, RSSA®
Senior Financial Planner
Ada E. Lubanski, CFP®, RSSA®
Senior Financial Planner

Ada E. Lubanski, CFP®, RSSA®

Senior Financial Planner
Professional Focus
Begin the journey with goals-based financial plans for clients including retirement projections, estate planning, Social Security claiming, risk management, and needs analysis
Professional Credentials
Certified Financial Planner, CFP®
Registered Social Security Analyst, RSSA®
Education
University of Notre Dame, BA, Political Science and Arabic Studies
Community Leadership
Financial Planning Association (FPA) of the Philadelphia Tri-State Area, Member
Junior League of Philadelphia, Member
Women in Investing Network (WIN), Member
Personal
Ada is originally from Chicago. She enjoys Harry Potter, good food, event planning, and traveling.
Daniel C. Shaifer
Paraplanner
Daniel C. Shaifer
Paraplanner

Daniel C. Shaifer

Paraplanner
Professional Focus
Assist in the preparation and ongoing maintenance of comprehensive goals-based financial plans for clients which provide the roadmap for their financial journey
Professional Credentials
Certified Financial Planning Candidate
Registered Realtor®
Education
Temple University, BBA, Finance and Financial Planning
Personal
Outside of work, Danny enjoys spending time with his best friend, Big Dog. In the summer, they go swimming in the creek and play fetch with a stick; in the winter they enjoy romping in the snow and building a snowman. Danny also enjoys rehabbing older Philadelphia homes with interesting architectural details.
Matthew J. Armstrong
Senior Fixed Income Strategist
Matthew J. Armstrong
Senior Fixed Income Strategist

Matthew J. Armstrong

Senior Fixed Income Strategist
Professional Focus
Collaborate with BLBB financial advisors to craft personalized fixed-income strategies aligned with the needs and risk preferences of our clients
Community Leadership
South Jersey Lifesaving Community, Volunteer
Personal
Matt enjoys surfing, swimming, rowing, and skiing while keeping pace with his 5 children.
Bonnie Bell, PHR, SHRM-CP
Director of Brand Management
Bonnie Bell, PHR, SHRM-CP
Director of Brand Management

Bonnie Bell, PHR, SHRM-CP

Director of Brand Management
Professional Focus
Share the BLBB narrative in a comprehensive, coordinated, and cohesive manner with all our valued clients, prospects, and professional partners
Professional Credentials
Society for Human Resource Management, PHR
Education
Villanova University, BA, Political Science
Philadelphia Institute for Paralegal Studies, Corporate Finance Business Law Certification
Community Leadership
The Friends of Briar Bush, Board Member and Governance Committee Chairperson
Valley Forge Chapter of the Daughters of the American Revolution, Member
The Girls Friendly Society of PA, Chapter Leader
Personal
Outside of her professional commitments, Bonnie embraces her role as mother to two student-athletes and avidly supports their various pursuits while maintaining a busy volunteer schedule. 
Maisha K. Bell
Senior Client Service Administrator
Event Coordinator, Marketing Associate
Maisha K. Bell
Senior Client Service Administrator
Event Coordinator, Marketing Associate

Maisha K. Bell

Senior Client Service Administrator  |  Event Coordinator, Marketing Associate
Professional Focus
Play a pivotal role in maintaining strong client relationships and providing comprehensive administrative support along with lending creative talents to marketing  
Professional Credentials
Notary Public, Pennsylvania
Education
Delaware Valley Academy of Medical and Dental Assistants, Graduate
Personal
Outside of the office, Maisha is an artist. She enjoys practicing yoga and exploring new destinations through travel.
Greg Billings, CFA
Director of Systems Integration
Greg Billings, CFA
Director of Systems Integration

Greg Billings, CFA

Director of Systems Integration
Professional Focus
Differentiate the firm by creating a competitive advantage through novel technology solutions to operational challenges, while ensuring regulatory compliance and enhancing the firm’s cybersecurity posture
Professional Credentials
Chartered Financial Analyst, CFA
Financial Risk Manager, FRM
Education
Columbia University, BA, Economics
Westminster Theological Seminary, MDiv
Community Leadership
Friends of the Upper Dublin Library, Board Member
Personal
Greg enjoys spending time with friends and family, including his five active kids and a Vizsla.
Christopher F. Brown
Chief Compliance Officer
Christopher F. Brown
Chief Compliance Officer

Christopher F. Brown

Chief Compliance Officer
Professional Focus
Oversee the creation and enforcement of policies and procedures to promote ethical behavior, regulatory compliance, and client trust while reducing legal risks and ensuring long-term viability
Education
Denison University, BA, Economics and English
Personal
While not working, Chris and his wife Gina can be found on the sidelines watching their kids compete in youth sports.
Gina C. Brown
Client Service Administrator
Gina C. Brown
Client Service Administrator

Gina C. Brown

Client Service Administrator
Professional Focus
Dedicated to BLBB financial advisors and clients, addressing inquiries, and ensuring seamless communication to enhance the overall experience and satisfaction of our clients
Education
Drexel University, BS, Business Administration and Human Resource Management
Arcadia University, MEd
Community Leadership
Rose Bridge Farm & Sanctuary, Volunteer
Personal
In her spare time, Gina loves photographing her two sons on the lacrosse, soccer, and baseball fields, quiet walks with her two rescue dogs, and getting her hands dirty in the garden.
Tom Cabulis
Trading Specialist
Tom Cabulis
Trading Specialist

Tom Cabulis

Trading Specialist
Professional Focus
Leverage expertise in market analysis and execution strategies to optimize trading performance, mitigate risks, and capitalize on market opportunities for our clients
Personal
Tom resides in Glenside, PA, and enjoys spending time outdoors.
Shelley D’Imperio
Client Service Administrator
Shelley D’Imperio
Client Service Administrator

Shelley D’Imperio

Client Service Administrator
Professional Focus
Collaborate with our financial planning department while leveraging tax experience to analyze pertinent tax planning aspects such as capital gains, charitable giving, and Roth conversions
Professional Credentials
Certified Financial Planning Candidate
Education
DeSales University, BS, Accounting
Personal
In her spare time, Shelley loves to spend time with her nieces and nephews.
Gregory Day
Controller
Gregory Day
Controller

Gregory Day

Controller
Professional Focus
Oversee comprehensive internal financials while also offering financial guidance and leadership for regulatory compliance and external auditor engagements
Education
Temple University, BS, Business Administration and Accounting
Personal
Greg enjoys playing golf, fly fishing, and spending time with his wife and two grown sons.
Lisa A. Driscoll
Retirement Plan Service Coordinator
Lisa A. Driscoll
Retirement Plan Service Coordinator

Lisa A. Driscoll

Retirement Plan Service Coordinator
Professional Focus
Utilize proficiency in 401(k) plans to encompass daily processing, record keeping, compliance testing (ADP/ACP), and strategic plan design
Professional Credentials
American Society of Pension Professionals & Actuaries, Member
Personal
Lisa leads an active life with her husband and two adult children, balancing her full-time caregiver role and participating in local running competitions during her free time.
Jeffrey D. Dunne
Director of Business Transition Planning
Jeffrey D. Dunne
Director of Business Transition Planning

Jeffrey D. Dunne

Director of Business Transition Planning
Professional Focus
Consultant to BLBB and their business-owner clients to prepare them for various transition decisions by helping identify specific tangible and intangible value drivers within business operations and the impact on their long-term financial objectives
Education
Rutgers University, BS, Civil Engineering
Fairleigh Dickinson University, MBA
Community Leadership
The Reserve at Creekside Homeowners’ Association, Board President
Personal
In his free time, Jeffrey enjoys spending time with his extended family at the Jersey Shore where he rides his bike and walks on the beach.  He also plays golf, paddle tennis, and padel at Philadelphia Cricket Club.
Robert Flood, CLU®, ChFC®
Director of Risk Services
Robert Flood, CLU®, ChFC®
Director of Risk Services

Robert Flood, CLU®, ChFC®

Director of Risk Services
Professional Focus
Consultant to BLBB client families and businesses to provide a variety of investment and insurance solutions when navigating the financial risks that can occur during one’s lifetime
Professional Credentials
Chartered Financial Consultant, ChFC®
Chartered Life Underwriter, CLU®
Education
Lehigh University, BS, Business and Economics
The American College, MS, Financial Services
Community Leadership
The Union League Legacy Foundation, Good Citizen Day Volunteer
Personal
Bob is married, a father, jogger, squash player, golfer, and reader of biographies.
Cory Jackmuff, CIPM, ChFC®
Operations Manager
Cory Jackmuff, CIPM, ChFC®
Operations Manager

Cory Jackmuff, CIPM, ChFC®

Operations Manager
Professional Focus
Research and apply the latest portfolio management and billing and trading software available to support the internal operations of the firm while maintaining valued vendor relationships
Professional Credentials
Chartered Financial Consultant, ChFC® 
Investment Performance Measurement, Certificate
Education
Gettysburg College, BA, Economics
Rowan University, MBA
Community Leadership
High Impact Financial Operations Network (HIFON), Member
COO Society, Member
The Friends of Snider Hockey Leadership Committee, Member
Center for Career Engagement of Gettysburg College, Volunteer
Personal
Cory resides in Towamencin with his wife Kim and two children.
PHOTO COMING SOON
Jessica M. Long
Senior Client Service Administrator
Jessica M. Long
Senior Client Service Administrator

Jessica M. Long

Senior Client Service Administrator
Professional Focus
Provide exceptional customer service to new and existing clients, including opening accounts, executing money and asset transfers, and completing other service requests in a timely and efficient manner.
Professional Credentials
Accredited Investment Fiduciary, AIF®
Chartered Retirement Plans Specialist, CRPS®
Retirement Income Certified Professional, RICP®
Education
Sweet Briar College, BA, Theatre
Cedar Crest College, CPA Exam Certificate
Personal
Outside of her professional responsibilities, Jessica enjoys reading books, spending time with friends and is an avid traveler.
Ryan Piesla
Junior Portfolio Manager
Ryan Piesla
Junior Portfolio Manager

Ryan Piesla

Junior Portfolio Manager
Professional Focus
Work closely with the BLBB financial advisors and the operations team to monitor client portfolios and implement changes resulting from internal investment decisions and client requests
Education
West Chester University, BS, Finance
Raritan Valley Community College, AS, Business Administration
Community Leadership
Hunterdon County Board of Elections, Volunteer
Personal
While not working, Ryan is cheering on the Mets, collecting baseball cards, traveling, or spending time with his wife and dog.
Nicole G. Tell, CAP
Executive Director, BLBB Charitable
Nicole G. Tell, CAP
Executive Director, BLBB Charitable

Nicole G. Tell, CAP

Executive Director, BLBB Charitable
Professional Focus
Work with the BLBB Charitable Board of Directors to develop and implement their strategic vision for the foundation and facilitate the foundation’s ability to make meaningful and effectual grants in the community
Professional Credentials
Charted Advisor in Philanthropy, American College of Financial Services certificate
New York State Bar, admitted (inactive)
Commonwealth of Pennsylvania State Bar, admitted (inactive)
Education
Vassar, BA, Urban Studies
Fordham University School of Law, JD
Community Leadership
Judge of Elections, Volunteer, Lower Merion, Montgomery County
The Committee of Seventy, Board Member and Executive Committee
Friends of Cynwyd Heritage Trail, Board Member and Executive Committee
Personal
Outside of the office, Nicole enjoys cooking, reading, and is a volunteer history tour guide at Laurel Hill Cemetery West. She lives in Lower Merion.
Elizabeth A. Whiteside
Administrator
Elizabeth A. Whiteside
Administrator

Elizabeth A. Whiteside

Administrator
Professional Focus
Foster a welcoming environment and provide exceptional administrative support to the office, ensuring smooth client interactions and employee engagement
Education
University of Mary Washington, BA, Psychology
Community Leadership
Meals on Wheels, Volunteer
Personal
An avid hockey fan, Betsy is married and has one son.

Join Our Team

We are always looking for creative, caring, innovative, and engaged individuals to join our team.

If you are interested in being a part of a dynamic financial advisory firm that is committed to providing best-in-class wealth management and financial planning services to our clients, check out our openings to see if we might be the right landing spot for your next career move. Even if we do not have any current openings posted, we would still like to hear from you.

Caring for the Community

We are proud to positively impact our community, whether through serving on nonprofit boards or supporting individual causes with our time and talent.

BLBB Charitable, the Giving Arm of BLBB Advisors, supports initiatives that help people discover their potential through educational and leadership opportunities. Click the link below to learn more about BLBB Charitable.

BLBB employees join summer interns in a service project harvesting fresh vegetables to share with local food banks
Every year, BLBB sponsors the Travis Manion 9/11 Heroes Run in Doylestown, PA
John Lawton, BLBB CEO, is dedicated to community service and joins the team and other volunteers at ACHIEVEability’s first Impact Day.
The BLBB team donates hundreds of snack packs for the after-school program at North Penn’s Boys & Girls Club.
BLBB team members painting Free Little Libraries at ACHIEVEability’s Impact Day.
The BLBB team stuffed 100 backpacks with school supplies for children from West Philadelphia.
BLBB Charitable collaborated with two funders to create the Collaborative IMPACT Fund of Bucks County, and granted $75,000 to one nonprofit serving Bucks County residents.
Every year, freshmen from BLBB long-term grantee, Williamson College of the Trades, participate in a day of activities at Philadelphia Outward Bound School, another BLBB grantee.
Every August, BLBB financial advisors engage Williamson College of the Trades’ freshmen in a discussion about Money 101.
BLBB supports our team’s individual charitable interests, such as Robb Parlanti’s support of The Center for Loss and Bereavement’s Fields of Hope event.
BLBB funded renovations to the nature playscape at Briar Bush Nature Center in Abington Township.
The BLBB team is ready for spring clean-up day on a portion of the Wissahickon Trails.
For two consecutive years, BLBB Advisors was named to the Civic50, an initiative of Points of Light, that recognizes the 50 most community-minded companies in the Greater Philadelphia region.
BLBB Charitable funded a renovation of the County Theater in Doylestown.
he BLBB Charitable Field Station at Pennypack Ecological Restoration Trust opened in 2023.

Get in Touch

Start a conversation and find out how BLBB can help you.

LET'S TALK
Business Address

103 Montgomery Ave
Montgomeryville, PA 18936

Mailing Address

P.O. Box 1010
Montgomeryville, PA 18936

Call Us

215.643.9100

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