As the founder and Managing Partner of Concannon Wealth Management, Brad has the responsibility of integrating the various disciplines, such as financial planning and client portfolio management into a cohesive strategy for our clients. In addition, Brad focuses on developing the macro view of the capital markets and economy in order to establish a foundation from which our clients’ accounts are managed.

Being in practice for over twenty years has afforded Brad the experience required to navigate the difficulties and complexities of today’s financial world for our clients. After attending Messiah College, Brad attended the College of Financial Planning and holds a number of industry specific licenses, registrations and designations.

Brad resides with his family in New Hampshire where they enjoy a number of outdoor activities. Brad currently travels among the firm’s three offices in his roles as advisor and managing partner.

close

Katie Brown assists clients in understanding where they are financially and how best to navigate the road ahead. Her guidance through the financial planning process is the cornerstone of the client experience at Concannon Wealth Management. Katie’s objective advice helps clients to plot a course through every stage of life.

Her practice areas include Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Risk Management, and Education Planning.

Katie has been with Concannon Wealth Management since 2003. She has a B.S. in Economics from York College of Pennsylvania. Katie is a Certified Financial Planner and has compliance and supervisory duties as an LPL Registered Principal with the firm. Katie and her growing family reside in Lower Macungie, PA.

close

Steve Montgomery has focused his practice on providing in-depth strategies to help clients address their long term goals. His attention to the comprehensive financial picture allows him to develop an intimate knowledge of what matters to his clients. Steve seeks to establish relationships across generations of families and businesses to help work toward preservation, growth, and transition of wealth.

His practice areas include Client Portfolio Management, Retirement Planning, Defined Contribution Plans, and Estate Planning

Steve has been with Concannon Wealth Management since 2002. He has a B.A. in Communications from Messiah College. He and his wife live in Coopersburg, PA. They enjoy team sports, outdoor activities, and are actively involved in their church Youth Group.

close

Dennis Morton helps clients work toward protecting and growing their wealth through a robust financial planning process. He provides independent advice to help families and institutions create legacies of their own design. Dennis assists each client in identifying goals and then brings to bear the professional resources necessary to address the client’s vision.

His practice areas include Client Portfolio Management, Retirement Planning, Estate Planning, Defined Contribution and Defined Benefit Plans.

Prior to joining Concannon Wealth Management Dennis was a Financial Advisor with Smith Barney. His professional experience includes service in Operation Iraqi Freedom as an Army Captain. Dennis has B.A. in History from Loyola College in Maryland. He lives with his wife and sons in Allentown, PA.

close