Why work with Integrated Asset?
Knowledge and Expertise. Our advisors bring a multidisciplinary approach to planning.
Customized Solutions. We handle each client on a case by case basis. Efficient financial strategies are designed for each individual situation.
Client Focused Service. All our efforts are geared toward helping you reach your long term objectives. We work for our clients and are successful only when you are successful.
Independent Investment Advice. Our fee based approach ensures objectivity and enables us to determine the best solutions for each individuals unique circumstances.
The Integrated Asset Team
R. Glen Eichman, CFP is a Certified Financial Planner® and is widely recognized and accepted by the business community as an authority on asset allocation, business continuation, and estate planning. As President and founder of Integrated Asset, he has brought together an efficient and experienced team to provide a multi-disciplinary approach to the planning function. Glen earned a BS in Economics from the University of Pennsylvania and graduated from the Wharton School of Finance and Commerce in 1970. He became a broker with Alex Brown in 1976, and a Certified Financial Planner® in 1987. He is a registered representative with Purshe Kaplan Sterling and holds a General Securities Principal license.
Louis J. Hershman, Jr., is an Associate of Integrated Asset and a Registered Representative of Purshe Kaplan Sterling. Lou specializes in providing financial advice to clients inclusive of retirement and tax planning, as well as wealth transfer and business continuation. He is a graduate of Kutztown University and is working towards his designation as a Certified Financial Planner.
Paul Eichman is an Associate of Integrated Asset and a Registered Representative of Purshe Kaplan Sterling. He is a graduate of Lehigh University and is responsible for developing client relationships as well as providing investment advice to individuals and business owners. Paul holds the series 7, 63, 65 in addition to the Pennsylvania Life and Health Insurance licenses.
Judith A. Weichel is Operations Manager and is responsible for office management as well as supervising all asset management services. She is able to ensure a seamless communication link with our various providers. Her focus is to deliver superior service in all aspects of client relationships. Mrs. Weichel acts as the interface between our firm and our broker dealer, Purshe Kaplan Sterling and our RIA, PKS Advisory Services LLC. She is also a notary in the Commonwealth of Pennsylvania.
Charlene “Susie” Macri is the Insurance Specialist for Integrated Asset with emphasis on office support and insurance services. This includes comparative insurance analysis, underwriting and inforce policy administration. She is the primary interface between the insurance companies and our advisors. Her years of experience provide excellent service to our staff and clients.
Robin Fekete is the Administrative Assistant for Integrated Asset focusing on general office support and client service. She has worked with us since 2007 and has over seventeen years of prior work experience in trust services and banking. She assists our advisors by preparing regular investment analysis and consolidated portfolio summaries, interfacing with Schwab and Purshe Kaplan Sterling and performing daily administrative duties.