Our mission is simple: to provide innovative and practical financial programs for our valued clients.
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.
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
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.
Bala Cynwyd, PA610.firstname.lastname@example.org
BS Finance, Ithaca College, Ithaca, New York
Chartered Life Underwriter, CLU, American College
Bank Insurance and Securities Association
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
CA Insurance License #0H12086
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.
Senior Vice President
Bala Cynwyd, PA610.660.4209Andrew.Pompe@equitable.com
Kenneth has developed a financial services business which focuses on assisting families, individuals, and closely held business owners to achieve their financial goals. He provides his clients with customized strategic planning based on their individual needs. Through financial needs analysis Kenneth can develop an in-depth assessment to formulate a customized strategy which helps his clients effectively accumulate, protect, distribute, and transfer their assets. He has aligned himself with other forward thinking professionals which allows him to provide more innovative ideas and potential strategies to his clients. In addition, as a Divisional Vice President, Kenneth is actively growing his team by recruiting and developing new financial professionals to help them build successful long-term practices.
Divisional Vice President
Bala Cynwyd, PA610.660.4030kenneth.Apessos@equitable.com
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.
Scott is a skilled financial professional passionate about helping others achieve fiscal success through financial literacy, as well as, developing the next generation of leaders within our industry. Scott focuses on working closely with families, business owners and corporate executives, specializing in high net worth planning and compliance regulated executives, to inform them of financial issues and the importance of saving for retirement and wealth transfer. His goal is to provide his clients with more financial clarity and direction.
Utilizing a holistic planning process, Scott helps his clients prepare for their futures and protect their finances at each life stage. He develops comprehensive and customized strategies to help his clients effectively accumulate, protect, distribute and transfer their assets in the most tax efficient manner possible.
Scott works hard to mentor a team of dedicated leaders and advisors. He seeks to recruit and develop the best talent to serve the rm’s noble purpose; “making a difference in the lives of others”.
Scott resides in Philadelphia, PA.
CA Insurance License #0L64203
Bala Cynwyd, PA610.email@example.com
After nearly a decade passionately uplifting students to achieve their educational dreams within the Greater Philadelphia, Houston, and Permian Basin regions respectively as a teacher, grade-level chair, dean, and assistant principal, John Paul transitioned into the financial services sector to continue his life’s mission of serving others by helping families fulfill their financial aspirations as he ultimately believes that all individuals deserve an opportunity to achieve financial independence and confidence.
In order to drive results for his clients, John Paul develops a holistic-planning approach to educate and support them through a process of financial self-discovery before implementing a variety of investment and insurance strategies to help achieve wealth accumulation and asset protection.
In addition to serving his clients, he also recruits, develops, and mentors new financial professionals, so that they too can help others achieve financial independence.
John Paul resides in Lower Bucks County, Pennsylvania where he enjoys spending time with family, attending outdoor concerts, and helping charitable causes.
Bala Cynwyd, PA610.firstname.lastname@example.org
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.
Conshohocken , PA215.email@example.com
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.
Bala Cynwyd, PA610.firstname.lastname@example.org
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.
Conshohocken , PA215.email@example.com
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.
Bala Cynwyd, PA610.firstname.lastname@example.org
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.
CA Insurance License #0N12375
Bala Cynwyd, PA610.email@example.com
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).
Bala Cynwyd, PA610.firstname.lastname@example.org
Elizabeth Caesar joinged Karr Barth Associates as Marketing Director in January 2014 to manage Branch marketing and provide marketing support to individual financial professionals. Her focus includes branding, internal communications, client appreciation events, corporate events, philanthropy, and digital tools training. Her focus extends to include social media marketing and acting as a liaison between the Branch and Headquarters for national marketing initiatives.
Elizabeth K. Caesar offers support to our financial professionals and is not licensed to offer securities, investment advisory services or insurance in any state.
Marketing and Events Director
Bala Cynwyd, PA610.660.4125Elizabeth.email@example.com
Jaime Hansen works with executive management to reach branch recruitment goals, coordinates diversity recruiting initiatives, and expands recruitment efforts. She also represents the company in building and maintaining relationships with colleges and universities in the Greater Philadelphia area. In addition, she coordinates the Karr Barth internship program titled Future financial professionals.
Jamie Hansen offers support to our financial professionals and is not licensed to offer securities, investment advisory services, or insurance in any sate.
Bala Cynwyd, PA610.firstname.lastname@example.org
Kimberly Karr is the Director of Recruiting and Sales Management at Karr Barth Associates. She works closely with Branch and District Managers in regards to bringing in new financial services associates. She graduated from Lehigh University with a BA in Economics. She began her carerr with Equitable in New York City in 1984. Kim joined the Philadelphia Branch as the Securities Products Coordinator in 1987, and later became the Director of Marketing as well. She shifted her focus to recruiting in 1998. Her role has recently expanded into the areas of marketing and sales management.
Kimberly Karr offers support to ur financial professionals and i not licensed to offer securities, investment advisory services, and insurance in any state.
Director of Recruiting and Sales Management
Bala Cynwyd, PA610.email@example.com
Client Relations Manager
CA Insurance License #0I72439
Bala Cynwyd, PA610.firstname.lastname@example.org
Marti Metacarpa and her team handle SPAN contract prepartion, allocation of annual expenses, and other items as applicable to each individual financial professional. She and her team are available to answer all your expense related questions on financial professional SPAN contracts and provide estimates in advance before contracting with Equitable Advisors.
Mart Metacarpa offers support to our financial professionals and is not licenses to offer securities, investment advisory, or insurance in any state.
Bala Cynwyd, PA610.email@example.com
Terry is proud to be a part of the Karr Barth family for the last 29 years. She worked most recently as Executive Assistant to Tim Maguire, President of Karr Barth. In her early years, she was the assistant to several Experience Sales Force (ESF) and delighted in her multi-task role when working with the managers and Developing Sales Force (DSF) as District Assistant. She also had the opportunity to work in the Compliance Department.
Experience gained throughout her 29+ years with Karr Barth has equipped Terry well for her newest role as Branch Licensing Coordinator. As BLC, her abilities and attention to detail make her instrumental in helping all the District Managers, District Manager Assistants, and new candidates to work beyond the multi-phase interview process, hiring paperwork, and contracting stage.
Terry uses her insight and knowledge of the industry and acquired diverse skills to make the transition to Equitable Advisors/Karr Barth a smooth process.
Terry Puskar offers support to our financial professionals and does not offer securities, investment advisory services, or insurances in any state.
Branch Licensing Coordinator
Bala Cynwyd, PA
Michelle Sqaure is registered with Equitable Advisors, LLC, member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offers support to our financial professionals and does not offer securities, investment advisory services, or insurances in any state.
Branch Compliance Director
Bala Cynwyd, PA
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 Operations & Infrastructure
Bala Cynwyd, PA610.firstname.lastname@example.org
Bala Cynwyd, PA Location:
1 Belmont AveSuites 1000 and 1100
Bala Cynwyd, PA 19004Phone: 610-660-4000