Team Regina McCann Hess, CFP®, CDFA® President, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ & Certified Divorce Financial Analyst® 484.588.5432 484.588.5434 email@example.com 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... Read more Maria Taphorn Client Services Associate & Pennsylvania Notary Public 484.588.5432 484.588.5434 firstname.lastname@example.org Maria Taphorn has been Regina’s assistant since Forge Wealth Management was founded in July 2015, but their journey together began more than a decade ago. Maria was formerly a full-time nanny for Regina’s three children for... Read more Jenna M. Lee Marketing Associate 484.588.5432 484.588.5434 email@example.com Jenna Lee is a senior at the University of Delaware studying Communication and Spanish with minors in Advertising and Journalism. While interning at Forge Wealth Management, Jenna plans to thoughtfully apply her marketing knowledge and... Read more Daniel Tauriello Relationship Manager 484.588.5432 484.588.5434 firstname.lastname@example.org Daniel Tauriello is the newest member of the Forge Wealth Management team. Before coming on board as a Relationship Manager, he attended Temple University, Fox School of Business in Philadelphia, PA. Here, he graduated in four years... Read more 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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisFinancial aspects of divorceWe 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?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.