Our Firm

Professionals Dedicated to Your Success

Our team is composed of industry professionals with decades of combined experience. We are here to start conversations that matter and provide tailored strategies that align with your specific needs.

Amanda Salyer, CFP®

Partner & Financial Advisor

215-918-9645

asalyer@primefinancial.com

Joan Greenspon, CFP®

Partner & Financial Advisor

215-918-9645

484-303-1950

jgreenspon@primefinancial.com

Christy Dodge, CEPA®

Director of Client Experience and Practice Operations

TeamSalyer@primefinancial.com

Andrew Risorto

Client Service Specialist

TeamGreenspon@primefinancial.com

Shateela Winters, CFP®, ChFC®

Financial Planning Analyst

TeamGreenspon@primefinancial.com

Investment Team

Scott Duba, CFA®

President

Will McGough, CFA®

CHIEF INVESTMENT OFFICER

Clayton Allison

PORTFOLIO MANAGER

Ready to Take the Next Step?

If you’re ready to have a meaningful conversation about your financial goals, an introductory phone call is the way to start.

Schedule a Conversation