Estate valuation can be a useful planning tool, especially for those who may be seeking to limit the burden of the estate tax. In theory, valuing your estate should be …
- Fred Claghorn, CFP®Senior Investment ExecutiveFred Claghorn, CFP®Senior Investment Executive
Fred was born and raised in the suburbs of Philadelphia, PA in the small town of Gwynedd Valley. He attended Chestnut Hill Academy K -12, and remains friends with most of his graduating class of 50 students. After high school, Fred attended the College of Charleston where he was a member of the Kappa Sigma fraternity and worked full-time at the Charleston Crab House where he learned at an early age the importance of hard work and customer service.
After graduating with a degree in Corporate Communications, Fred joined the insurance field where he worked for 2 years, focusing on retirement needs. He quickly realized the value of comprehensive financial planning and that the needs of his clients extended far beyond insurance. Fred obtained his Series 7, 63 and 66 registrations held with LPL Financial (Series 66 also held with Good Life Advisors, LLC) in order to more effectively help them help address their goals and utilize more advanced strategies.
In today’s ever-changing financial world, Fred is committed to professional development and has fulfilled the necessary extensive training required to obtain his CERTIFIED FINANCIAL PLANNER™ designation. His move to Good Life Financial Advisors allows him the independence to provide the best service for his clients and the flexibility to spend time with his wife and three young children. When time allows, Fred can be found with a fishing rod in hand, exploring the waterways of the beautiful place he calls home.
- Andrew Hoffman, CLTC®Wealth Management AdvisorAndrew Hoffman, CLTC®Wealth Management Advisor
Although born in Charleston, West Virginia, Andrew Hoffman has spent most of his life in the Carolinas. His family moved to Charlotte, NC when he was very young. His parents and siblings still reside in Charlotte. During high school, Andrew was very active both in the student council and athletics, where he lettered in both basketball and soccer. After graduating high school, Andrew attended and graduated from Appalachian State University with a Bachelor’s degree in Business Communications. Andrew began his financial career in 2000, specializing in helping Baby Boomers and business owners’ transition into retirement. For the last 15 years of his career, Andrew has trained insurance agents and other financial professionals, while working with a Fortune 500 Company. He began focusing on portfolio and wealth management, fully understanding that to truly provide holistic planning for his client he not only needed to focus on risk management, but also wealth management. He holds his Series 7 registration through LPL Financial & Series 66 registration through LPL Financial and Good Life Financial Advisors, LLC. He joined the Good Life team in 2016 as a Wealth Manager and currently resides in Charleston, SC with his wife of 4 years, Casey.
- Neelma PyfromWealth Manager AssistantNeelma PyfromWealth Manager Assistant
Neelma is a Wealth Manager Assistant at Good Life Financial Advisors and has worked directly with Fred for over a year. Born in the Caribbean, Neelma received her BA from Colgate University, graduating with honors in her double concentration of Philosophy and Religion. Neelma also holds a Master’s degree from Duke University. Since then Neelma has worked in various fields, including Accounting, Human Resources, and Business Analysis in both the public and private sectors. Neelma resides in Mount Pleasant with her husband and two daughters (and two pups). She enjoys reading, running, and spending time with her family.
- Jaclyn MalloyWealth Manager AssistantJaclyn MalloyWealth Manager Assistant
Jackie started working for Fred in the beginning of 2016 as his Wealth Advisor Assistant in his Mt. Pleasant office. Jackie is the Virtual Assistant Manager at Good Life Advisors’ Home Office in Wyomissing, PA. She assists Fred with his daily client relationship management.
Jackie received her BA in Finance from Penn State University, graduating on the Dean’s List with an academic scholarship. She was also a member of the National Honor Society of Phi Kappa Phi. Jackie spent four years working in banking in various leadership positions and also served as an advisor assistant to a top producing financial advisor for several years prior to that. Jackie was born and raised in Northern NJ. She now resides with her two children in Central PA.
- Denise SchnaderWealth Manager AssistantDenise SchnaderWealth Manager Assistant
Denise joined the transitions team at The Good Life Companies in 2015. As Executive Assistant to Andrew Hoffman, Denise helps with daily client relationship management, manages daily administrative tasks, and executes marketing events. Prior to joining Good Life, she worked for a large investment firm in Berwyn, Pennsylvania for more than 20 years. In that role, she was exclusively tasked with opening all accounts, processing all paperwork, organizing the large number of advisors who were associated with the firm, and keeping all three branches of the firm organized and compliant.
In her spare time, Denise enjoys spending time with family and friends. She and her husband Ken like to cruise and retreat to their place by the bay in Delaware.
- Jennifer RitzFinancial AdvisorJennifer RitzFinancial Advisor
Jennifer Ritz has been in the financial industry since 2005 and joined Good Life Advisors as an Advisor in 2016, after a career with Merrill Lynch. Jennifer learned early on the importance of honesty and integrity, and those virtues have guided her career. She works with professionals, executives, entrepreneurs and their families. Jennifer’s process is client-centered and customized to address investment strategies for wealth accumulation, preservation and distribution of assets. She helps clients focus on the areas of retirement, risk management, legacy transfer and education funding.
Jennifer and the team believe that client focus and continued education are vital components of one’s professional life; this enables her to deliver on her commitment to each and every client. She has great respect for the time and effort her clients have taken to accumulate their assets. She keeps clients focused on where they want to go, advises them on ways to get there, and continually reminds them of the importance of maintaining a disciplined approach in pursuing their dreams.
Jennifer graduated cum lade from The State University of New York at Brockport, where she received a bachelor’s degree in psychology with a concentration in business management. Jennifer lives in Summerville, South Carolina, and enjoys spending time with family and friends.