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...
Maria Taphorn
Client Services Associate & Pennsylvania Notary Public
484.588.5434
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...
Daniel Tauriello, CDFA®
Relationship Manager
484.588.5434
danieltauriello@forgewealth.com
Daniel Tauriello is the newest member of the Forge Wealth Management team. Before coming on board as our Relationship Manager, he attended Temple University, Fox School of Business in Philadelphia, PA. Here, he graduated with a dual B...
Jenna M. Lee
Marketing Associate
484.588.5434
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?
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.