As a resident of Lower Macungie, I want to make an impact in the community both personally and professionally. Volunteering time to various charitable organizations, hosting seminars for our local senior community and working with non-profit groups is how I give back on a personal level.
Professionally, my mission is to impact client's lives by understanding what is important to them, partnering together and helping them stay on track to meet their financial goals.
What's most important to you?
Are you on track to accomplish your goals?
Would you appreciate some guidance?
Whether you've never spoken with a financial advisor before or if you've had an advisor for decades and would like a second opinion, I'd love an opportunity to connect and see if I could be an asset to you, your family or small business.
Quakertown BNI - Membership Committee
Quakertown Rotary - Club Technology
Upper Buck's Chamber of Commerce
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
- Entrepreneurs & Business Owners
- Wealth Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
- Entrepreneurs & Business Owners
- Wealth Strategies
My Personal Interests
- Hiking
- Spending Time with Family
- Sports Enthusiast
- Traveling
- Active Lifestyle
Personal Interests
- Hiking
- Spending Time with Family
- Sports Enthusiast
- Traveling
- Active Lifestyle
Office Information
Phone Number
Brad Knecht at (215) 536-3635Branch Team
- Samantha Baccari
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Samantha Baccari
- Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More