Leadership
Our Managers
Timothy J. Maguire, CFP®
Accreditations:
B.S. Finance,
Saint Joseph’s University, Philadelphia, PA
CERTIFIED FINANCIAL PLANNER™ professional
College of Financial Planning
Chartered Life Underwriter, CLU
American College, Bryn Mawr, PA
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Professional Memberships:
The Society of Financial Service Professionals
General Agents and Managers Association
Million Dollar Round Table
National Association of Insurance and Financial Advisors
Old Guard Executive Committee
Civic Activities:
Saint Joseph’s University Barbelin Society
Board of Visitors, Haub School of Business
As Chairman of Karr Barth Associates, Tim Maguire manages more than 305 financial professionals and maintains a growing client practice. Tim uses a comprehensive financial planning process to help individuals and business owners reach their financial goals. Through asset accumulation, income protection, education funding, estate planning strategies, and wealth preservation strategies, Tim helps clients prepare for their futures and protect their finances at each life stage.
He is responsible for overseeing all aspects of the business organization. Tim’s management focus includes professional development and practice growth. He plays an integral role in training of financial professionals in the company and led the development and national implementation of a proprietary financial professional training program. In addition, Tim heads a Financial Professional Development Committee, an executive level managerial team dedicated to increasing the success of newly hired financial professionals.
Tim’s financial career spans more than 23 years. Prior to joining Karr Barth in 1995, Tim spent five years as a financial professional in the Texas Region of his broker-dealer, now Equitable Advisors, achieving awards such as Developing Sales Force associate of the year, Legion of Honor and President’s Cabinet.
Tim has received many other awards for both his production and management results. He resides in Wayne, Pennsylvania with his wife and their four children.
David Fleisher
Accreditations:
BS Finance, Ithaca College, Ithaca, New York
Chartered Life Underwriter, CLU, American College
Professional Memberships:
The Society of Financial Service Professionals
National Association of Insurance and Financial Advisors
Bank Insurance and Securities Association
Civic Activities:
President, Cherry Hill Township Council
Member, Ithaca College Board of Trustees
Past President, Ithaca College Alumni Association
David Fleisher has more than two decades of experience in the financial services industry, focusing on the design and implementation of individual financial plans, investment portfolios, and corporate benefits. His new association with Karr Barth coupled with working alongside Karr Barth President, Tim Maguire, has increased David’s focus and leadership to include more than 305 financial professionals. In his role as Vice Chairman of Karr Barth Associates, his efforts include professional development, strategic planning, and driving growth initiatives across the firm. Dave’s role extends to include supporting associated financial services firms, including Firstrust Financial Resources (FFR)*, where he remains in leadership with Andrew H. McIhenny and Paul Markowich (www.FirstrustFinancialResources.com).
David has been a regular contributer on Philadelphia’s KYW News Radio 1060 delivering business commentary and has appeared in numerous media including CNBC, Bloomberg, FoxBusiness, Marketwatch.com, and Businesswire.com.
David is a leader in the industry as well as the community. In 2003, he received the “40 under 40” Award from the Philadelphia Business Journal as one of the region’s “most dynamic executives” under the age of 40.
*Firstrust Financial Resources (FFR) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: 0H12086
David Fleisher
CA Insurance License #0H12086
Conshohocken, PA 215.640.3822 dfleisher@ffremail.com
Richard P. Benonis
Rich is a leader and highly accomplished professional in the financial services industry. As Senior Vice President of Equitable Advisors’ Philadelphia branch, Rich brings decades of experience in the industry to his clients and financial professionals. He is passionate and committed to serving the growing demand for financial advice within our communities, as well as, developing the next generation of leaders within our industry.
An innovative and results driven leader, Rich develops highly successful financial professionals through mentoring, coaching and a hands-on approach to leadership. He ensures that his team receives the training, guidance, skills and knowledge that they need to achieve their professional goals. He seeks to recruit and develop the best talent to serve the firm’s noble purpose, “making a difference in the lives of others”.
Rich has spent the last 17 years at Equitable Advisors, where he utilizes a holistic planning process, with comprehensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial future. From December 2009 to December 2020, Rich successfully lead the Pittsburgh branch as Executive Vice President. With a desire for growth, in January 2021 Rich returned to the Philadelphia branch of Karr Barth, which serves over 120,000 households and businesses throughout the tri-state area.
Rich resides in Upper St. Clair, PA with his wife and their two children.
Matthew Johnston, CFP®
Matt joined Karr Barth in 2014 after working as a middle school math teacher for many years. He grew up in the Philadelphia area and earned his B.S. degree in Accounting from the Smeal College of Business at The Pennsylvania State University.
Matt enjoys building long-lasting relationships with his clients and helping them with the financial planning process. By conducting a thorough analysis based on needs and desires, he develops comprehensive and customized strategies designed to help his clients effectively accumulate, protect, distribute, and transfer their assets in the most tax efficient manner possible.
Matt also focuses on hiring and mentoring highly motivated, entrepreneurial-minded people who want to have an impact on their community. Matt works with recent college graduates and those in a career transition to help them build a successful career, whereby they can make a difference in the lives of others.
Senior Vice President
Matthew Johnston, CFP®
Bala Cynwyd, PA
610.660.4268
matthew.johnston@equitable.com
Andrew J. Pompe, CFP®
Andrew J. Pompe is a Senior Vice President with Karr Barth Associates, Inc. located in Bala Cynwyd, PA. A lifelong native of Philadelphia, Drew went on to obtain his B.S. degree in Finance from the Smeal College of Business at The Pennsylvania State University.
As a Senior Vice President, Drew focuses on in developing highly motivated, results-driven, passionate people who want to be in business for themselves, not by themselves. Drew works with sharp college graduates, as well as under-employed, frustrated professionals, helping them build a successful career, whereby they can make a difference in the lives of others.
Chris Boutsikaris
Chris has always enjoyed both learning and teaching. This has led him to continually develop his knowledge about the personal finance environment. He takes great pride in helping his clients develop a full understanding of how all their financial belongings operate. Whether it’s their 401(k), pension plan, and/or insurance, informing clients how they function together and how to keep full control of those assets once they transition into retirement is a true passion.
Chris is building a team of like-minded men and women. These individuals are self-motivated, personable, and coachable. Chris is always looking for people to join his team that desire a career and not just a job. His team is devoted to helping people build successful, long-term practices.
Matthew Crane
Matthew Crane has more than 8 years of experience in the financial services industry advising clients in the areas of retirement income planning, investment strategies, and overall protection of wealth. Matthew has built a practice centered on helping individuals, families, and entrepreneurs build financial security for each stage of their lives. His core values of integrity and trust strengthen his lasting relationships with each and every client that he serves. To Matthew, it is more than simply providing a service to clients, it’s about becoming a lifetime resource to others and being there at every turn in life.
In addition, as a Divisional Vice President with Firstrust Financial Resources and Karr Barth Associates, Matthew is dedicated to acquiring and mentoring talent within the organization. He is responsible for supporting, training, and developing these financial professionals as they grow their individual practices.
Firstrust Financial Resources is not a registered investment adviser and is not owned or operated by Equitable Advisors or Equitable Network.
Douglas Fisher
Doug is a financial professional passionate about helping others achieve fiscal success through financial literacy. As Regional Vice President of Karr Barth Associates, he is committed to serving the growing demand for financial advice within our communities, as well as, developing the next generation of leaders within our industry. As a Retirement Benefits Group (RBG) advisor, Doug’s innovative approach charts a course for financial success so his clients can create the retirement of their dreams. Doug focuses on working closely with educators and young families to inform them of financial issues and the importance of saving for retirement. He utilizes a holistic planning process, with comprehensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial future.
Doug seeks to recruit and develop a diverse group of leaders that are reflective of the community to serve Karr Barth’s noble purpose, “making a difference in the lives of others”. Doug resides in King of Prussia, PA. In his spare time, he enjoys playing golf.
Brandon Friday, CFP®
Brandon Friday is a Divisional Vice President with Firstrust Financial Resources in Philadelphia, PA. After attending St. Joseph’s Preparatory School in Philadelphia, he attended Bucknell University where he earned his B.S. degree in Mechanical Engineering.
His skills have earned him the respect of his clientele, which includes educators, school administrators, high-net-worth professionals, executives, and business owners. Brandon has helped these people develop investment strategies utilizing managed funds, defined contribution plans, and retirement income planning. Furthermore, he has introduced his clients to estate planning concepts, which helped reduce their estate taxes by using a variety of wealth transfer techniques. Brandon is able to tailor investment and risk management programs to help the client’s objectives based on their personal level of risk and life planning goals.
FirsTrust Financial Resources is not a registered investment adviser and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and its affiliates are not affiliated with Firstrust Bank.
Matthew Klotz
Matt focuses on working closely with educators and families to inform them of financial issues and the importance of saving for retirement. As a Retirement Benefits Group (RBG) financial professional, Matt’s innovative approach charts a course for financial success so his clients can create the retirement of their dreams.
Matt’s practice at Karr Barth expands the wealth accumulation and risk management resources provided to his clients. By conducting a thorough analysis based on needs and desires, he develops comprehensive and customized strategies designed to help his clients effectively accumulate, protect, distribute and transfer their assets in the most tax efficient manner possible.
The son of a teacher, Matt believes in Karr Barth’s noble purpose; “making a difference in the lives of others”. He is passionate and committed to serving the growing demand for financial advice within our educational communities.
Retirement Benefits Group, a specialized division of Equitable Advisors (Equitable Financial Advisors in MI and TN).
Dennis Long
Dennis is a financial professional passionate about helping others achieve fiscal success through financial literacy. He utilizes a holistic planning process, with comprehensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial future.
Dennis focuses on working with Fortune 500 executives, consultants and families. By conducting a thorough analysis based on needs and desires, he develops comprehensive and customized strategies designed to help his clients effectively accumulate, distribute, protect and transfer their assets in the most tax efficient manner possible.
Dennis believes in Karr Barth’s noble purpose; “making a difference in the lives of others”. He is passionate and committed to serving the growing demand for financial advice within our communities and being a mentor and leader to a team of dedicated financial professionals.
Dennis resides in Philadelphia, PA. In his spare time, he enjoys spending time on the water; fishing, crabbing and boating. He is also an avid Philly sports fan.
Dennis Long
CA Insurance License #0N12375
Bala Cynwyd, PA 610.660.4005 dennis.long@equitable.com
Joshua Redmond
Josh is a skilled financial consultant passionate about helping others achieve fiscal success through financial literacy, as well as, developing the next generation of leaders within our industry. Josh focuses on working closely with educators, families, business owners and executives, his focus is on high net worth planning and school district employee plans. His goal is to inform his clients of financial issues and the importance of saving for retirement and wealth transfer. As a Retirement Benefits Group (RBG) professional, Josh provides his clients with more financial clarity and direction. He utilizes a holistic planning process to help his clients prepare for their futures and protect their finances at each life stage.
Josh works hard to mentor a team of dedicated leaders and financial professionals. He seeks to recruit and develop the best talent to serve the Karr Barth’s noble purpose; “making a difference in the lives of others”.
Josh resides in Philadelphia, PA. In his spare time, he enjoys spending time on the golf course.
Divisional Vice President
Ray Vandegrift, Jr.
Bala Cynwyd, PA
610.660.4387
raymond.vandegriftjr@equitable.com
Our Branch Leadership
Jacob Makoyo
Client Relations Manager
Jacob Makoyo
CA Insurance License #0I72439
Bala Cynwyd, PA
610.660.4023
jacob.makoyo@equitable.com
Jacob Makoyo
Recruiting Manager
Shane Milam
CA Insurance License #0I72439
Bala Cynwyd, PA
610.660.4256
shane.milam@equitable.com
Michael Swider
Michael Swider has been with Karr Barth Associates for over 25 years and provides high-level support to the Branch in the area of Technology, Infrastructure & Operations. He works closely with all Branch Management, Associates and Staff in developing, implementing, and monitoring efficiency procedures throughout the Branch offices. Technology & facilities management is his primary focus throughout the Branch llocally and plays an important role as liaison between the Branch and Headquarters.
Director of Technology & Infrastructure
Michael Swider
Bala Cynwyd, PA
610.660.4294
michael.swider@equitable.com