Corbenic Partners is fortunate to have built a team of individuals who are credentialed and more importantly personally invested in the clients we serve.
In an industry focused on the present, Corbenic Partners is successfully positioned for the future.
A Message From Our Managing Partner
It All Started with a Conversation
Corbenic Partners began with one objective in mind – to work with a select group of clients who would value a highly developed approach to managing their wealth.
Our approach was simple, to focus our energy on protecting and managing our client’s wealth and they in turn would support us in our mission.
Thirty years later we are still serving these clients and in many cases their children, friends, and colleagues. What was true then remains true today – we place the interests of our clients above all other considerations.
Our firm started with one client who wanted more than just an advisor, they wanted an advocate who understood them personally and always had their back.
Let’s start your conversation.
We have defined a culture that reflects who we are today and who we aspire to be. Corbenic Partners is focused on the pursuit of excellence, serving our clients, and doing so in a way that builds a legacy we will be proud of.
Invested in You
Over the past decade Corbenic Partners has continued to attract unique individuals that together form a unified team focused on the pursuit of excellence. Combining seasoned professionals with the next generation of leadership provides Corbenic a strong foundation to serve our current clients and sustainability for the future.
Ashley BalashStrategic Planning and Operations
Ashley joined the firm in 2017. In her role with the firm, she provides oversight on processes and works closely with the Advisory Team to ensure client satisfaction. With a background in marketing, she also oversees the firm’s brand and digital presence. Ashley is a graduate of Saint Joseph’s University where she earned her Bachelor of Science in Business Management. Previously, she worked for TD Ameritrade.
Elyse FrantzClient Account Specialist
As our Client Support Specialist, Elyse is a knowledgeable resource for our clients. Joining the firm in 2005, Elyse assists our clients with their operational needs and serves as our Insurance Coordinator, providing clients assistance with insurance applications, underwriting, and approval.
David Givler IIFinancial Advisor
Dave joined Corbenic Partners in 2018 from Valley National Financial Advisors where he was an Associate Financial Advisor, assisting clients with investment advice, financial planning, and tax planning. Using his tax and investment experience, Dave produces unique solutions to client specific situations. Dave’s approach encompasses the entire financial picture to help clients and their families navigate various life stages to achieve their goals. As a graduate of Moravian College, Dave received a B.A. in Economics while earning Magna Cum Laude honors.
Brad L.J. GriswoldManaging Partner
Brad founded the firm in 1994 and serves as its Managing Partner. After attending Messiah College, Brad attended the College of Financial Planning and holds a number of industry specific licenses, registrations, and designations. Throughout his career, Brad has been recognized by his peers and the investment community with a number of awards and accolades.
Ann Marie JamiesonClient Services
Ann Marie has been with the firm since 2004. She brings with her a strong background in IT and project management. In her Client Services role, Ann Marie ensures client requests are responded to in a timely manner, assisting with administrative support.
Sean G. Linder, CFASenior Financial Advisor
Sean joined the firm in 2013. Along with spearheading the firm’s investment due diligence efforts, Sean’s role with clients is to provide guidance and solutions to help simplify the complexity of their financial lives. Sean holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Philadelphia. Sean is a graduate of Lehigh University where he earned a Bachelor of Science degree in Finance.
Carole Mesko, FPQP™Client Account Specialist
Carole has been assisting our clients since 2007. As our Client Support Specialist, Carole is a knowledgeable resource for our clients. She facilities in the communication between our advisors and clients to ensure that information is received in a timely manner while handling their operational needs. Carole is a Financial Paraplanner Qualified Professional, FPQP™, and is an integral part of our financial planning process with our clients.
Melanie StrangeCompliance Analyst
Melanie joined the firm in 2011. As the firm’s Compliance Specialist, she ensures all regulatory filings are up to date as well as execution of our ongoing compliance program. Melanie is responsible for the integration of multiple technologies used in managing our client portfolios.
William Velekei, CPA, CFP®Senior Financial Advisor
Will joined the firm in 2015. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™(CFP®), Will brings his expertise to best provide a focused, yet holistic approach, while working with clients to understand, plan for and achieve their goals. As a graduate with honors from Lehigh University, Will earned a B.S. in Accounting in 2013. He serves on the executive leadership of the Pennsylvania Institute of Certified Public Accountants (PICPA).