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Serving Lehigh Valley And Surrounding Areas
About
Mrs. Julie Shickel
Certified Financial Planner, CDFA
Julie Shickel, CFP®, CDFA®, has over 20 years of experience in the financial services industry and holds the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations. Julie received her undergraduate degree from the University of Pennsylvania. She has spent her entire career focusing on personalized planning needs of individuals and families. In addition, she has experience in acting as a financial neutral to assist individuals during the divorce process to promote positive client outcomes. As a Certified Divorce Financial Analyst®, Julie helps to educate her clients and distill financial complexities that arise during the divorce process into components that are easier to understand and therefore easier to negotiate. Educating clients and having a meaningful impact in the decisions they make are the foundation to Julie’s practice. Julie lives in Macungie, PA with her husband Thomas and their children Paige and Matthew.
Mr. Joe Kelly
Certified Divorce Mediator
Joe Kelly is a PA State Licensed Professional Counselor with extensive experience working with individuals, couples and families as they move through various life circumstances. Joe is a Certified Divorce Mediator directly helping divorcing couples navigate through the challenging aspects of dividing assets and defining child custody. Joe received his Bachelor of Science in Economics from Ursinus College and his Masters of Counseling from Kutztown University. Joe’s extensive experience in the financial world of business as well as in family counseling allows him the ability to guide the divorce process to a fair and equitable result, minimizing conflict, and therefore reducing stress and costs. Joe lives in Macungie, PA with his wife and children.
Mrs. Charlotte Stellwagen
Chartered Financial Consultant, CDFA
Charlotte Stellwagen, ChFC®, CDFA®, has over 30 years of experience in the financial services industry and has helped hundreds of people accomplish financial independence by taking an educational approach to the complex world of investments and retirement. Charlotte holds a B.S degree in Criminal Law from West Chester University. As a business owner herself, she takes pride in her attention to detail and ability to create thought provoking solutions for businesses, families and individuals. Her philosophy has always been to be fiduciarily responsible and always focus on clients first. Working as a divorce financial analyst, she organizes financial data, analyses client information and provides clear projections for the current and future outcomes using our planning software and investment analysis systems as well as years of experience as a financial planner. Charlotte lives in Haverford, PA, with her husband Tom. She has two children, Jennifer and Timothy that have since graduated college and have started their own careers.
