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Our Team

Andy | Financial Advisor | Prepared Retirement Institute PA

Andy Dziedzic MBA

CEO, Financial Advisor
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Jamie | Financial Advisor | Prepared Retirement Institute

Jamie Shoup CFP®

Financial Advisor
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Mark Vandenburg Jr. CFP®, M.S., CTFA

Financial Advisor
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Megan LeBarron

Chief of Staff & Director of Financial Planning
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Suzi | Operations Coordinator | Prepared Retirement Institute

Suzi Francis

Compliance Coordinator & Client Relationship Manager
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Floro | Marketing Coordinator | Prepared Retirement Institute

Nicole Floro

Operations Coordinator & Client Relationship Manager
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Barb | Relationship Manager | Prepared Retirement Institute

Barb Meara

Senior Client Relationship Manager
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Jen | Relationship Manager | Prepared Retirement Institute

Jen Dunne

Senior Client Relationship Manager
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Amy | Administrative Assistant | Prepared Retirement Institute

Amy Wigo

Administrative Assistant & Human Resources Coordinator
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Brielle Eve

Client Service Associate & Marketing Assistant
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Contact

215-997-5700
hello@pri-llc.com

Monday through Friday: 8:30 AM - 4:30 PM

Mailing Address

105 Montgomery Avenue
Lansdale, PA 19446

Physical Address

105 Montgomery Avenue, Suite 1053
Montgomeryville, PA 18936

Prepared Retirement Institute does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Investment Advisory Services provided by Prepared Retirement Institute, LLC.

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