Our Investment Team
Citadel customers have access to the knowledge and expertise of our award-winning, CFS-registered* investment representatives. No matter which stage of life you’re in, our advisors can help you develop a personalized plan for the years ahead to build wealth, protect your assets, and make sound decisions that move you closer to your financial goals.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
Check the background of these financial professionals on FINRA's BrokerCheck
David is a CFS Wealth Advisor with more than 20 years of experience. He focuses on your unique financial situation to help you match the right strategy and meet your goals. David works out of the Citadel Wealth Management Center in West Chester.
Ruthanne is a Senior Financial Advisor who focuses on personalized financial and retirement planning for Citadel members. Ruthanne's regional coverage includes Citadel’s Eagle, Chester Springs and Limerick offices.
Clinton is a CFS Senior Financial Advisor that works directly with clients to uncover their asset management, retirement planning, estate planning, and wealth preservation needs. Clinton's regional coverage includes Citadel’s Glen Mills office.
Seth is a Senior Financial Advisor providing clients with the necessary knowledge, guidance, and service to manage their wealth. Seth's regional coverage includes Citadel’s Parkesburg office.
AJ is a Senior Financial Advisor who helps Citadel members prioritize and make the proper investment choices with detailed, personalized investment services. AJ's regional coverage includes Citadel’s Downingtown and Pottstown offices.
Daniel Callahan is a Senior Financial Advisor and Certified Retirement Counselor® dedicated to helping clients manage their investment and wealth management objectives. Daniel covers Citadel’s Paoli, Phoenixville and West Norriton offices.
Frank is a CFS* Senior Financial Advisor who guides Citadel customers through financial planning, looks for opportunities to help educate, and offers solutions to achieve clients’ goals. Frank's regional coverage includes Citadel’s Brookhaven and Springfield offices.
As a CERTIFIED FINANCIAL PLANNER™** professional, Jared’s passion is helping clients navigate the complicated environment of investments, insurance, and estate planning. Jared's regional coverage includes Citadel’s Thorndale and Kennett offices.
Joseph is a Senior Financial Advisor with more than 17 years of experience who provides best-in-class solutions to his clients. Joseph's regional coverage includes Citadel’s Harleysville, Lansdale, Warminster, and East Norriton offices.