Team

^Strategize
Team

Whether you run a business, have a family, or just need financial guidance for yourself, Schappell Financial Group can help design a strategy that can adapt to your changing needs and the evolving life you live. We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Jon Schappell

Jon Schappell

Managing Partner, Financial Consultant

Matthew Winarski

Matthew Winarski

Financial Consultant

Erica Appleby

Erica Appleby

Financial Consultant

Kyle Whalen

Kyle Whalen

Client Relationship Manager

Maria Johnson

Maria Johnson

Administrative Assistant

James Frank

James M. Frank, JD, LLM

Director of Financial Planning

When Markets React

When markets shift, experienced investors stick to their strategy.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

^Contact
We Want To Hear
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1 Belmont Avenue Suite 1100 Bala Cynwyd, PA 19004

Jon.Schappell@equitable.com

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