Meet Your Team
Regina McCann Hess, CFP®, CDFA®
President, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ & Certified Divorce Financial Analyst®
484.588.5434
Regina McCann Hess has dedicated her career to helping people put the full power of their financial resources and life experiences to work toward pursuing their personal vision of a successful future. With more than two decades of...
Meghan Jones
Relationship Manager
484.588.5434
Meghan Jones started at Forge Wealth Management in June 2022, transitioning from a previous background in Social Work. Sher received her B.S. in Psychology from Saint Joseph's University and her Masters in Social Work from the University...
Patti Zarkoski
Strategic Assistant
484.588.5434
Patti Zarkoski came to Forge Wealth Management in December 2022, after 20 years of owning a Chick-fil-A. Serving hundreds of guests daily was a joy to Patti and she thrived on interacting with them and bringing smiles to their faces...
At Forge Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
- Financial aspects of divorce
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?