Courtnie is an independent financial planner, which allows her the freedom to explore a wide array of investment opportunities and strategies without being tied to any single institution’s products or services. This independence is key to her unique, personalized approach, ensuring that her clients’ best interests are always at the forefront of her planning.

At the heart of all of Courtnie’s recommendations for her individual clients is a strategic plan. She recognizes everyone has their own unique situation and set of circumstances. As a financial advisor, Courtnie takes each of her clients through the financial planning process to determine the most appropriate strategies and services to fit their needs. It is only at the conclusion of doing the plan that she will make actual recommendations. She specializes in wealth accumulation planning and risk management. 

Courtnie takes pride in developing personal relationships with their clients. Through life’s achievements and challenges, you and your family need a partner who has a genuine understanding of your specific needs based on a personal financial plan. By taking an approach that focuses on both health and wealth, Courtnie helps clients identify and live out their own personal good life however they define that.

Her philosophy centers around the belief that financial planning is not just about wealth accumulation but about creating a fulfilling and secure life. Courtnie’s background, education, and career reflect a life dedicated to achieving excellence through hard work, innovation, and a deep commitment to her clients’ success.

Since 2005, Brad has offered comprehensive financial planning to businesses, individuals and families. Understanding clients’ current issues and focusing on future goals are the building blocks to servicing his clients’ needs. Strategic asset management, education planning, retirement planning, and estate planning are specific areas of expertise. Brad utilizes the financial planning process to drive recommendations that his clients can use today and use for tomorrow.

Brad received a B.A. degree in Finance and International Business from Pennsylvania State University, University Park, Pennsylvania. He holds the Series 7 through LPL Financial, and 66 through LPL Financial and Good Life Advisors, LLC., as well as the College for Financial Planning Chartered Retirement Planning Counselor (CRPC) designation. In 2013, Brad earned the Accredited Investment Fiduciary (AIF) designation. He is also licensed to sell and advises clients on life, disability, health, and long-term care insurance.

Brad currently resides in Wyomissing, Pennsylvania with his wife Tricia. In his personal time, Brad enjoys traveling, hiking, hunting, fishing, golf, and Philadelphia Phillies baseball.

Noah joined Good Life in 2013. As Chief Market Strategist and Director of Investments, he leads the Portfolio Solutions Team for the RIA. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Noah plays a pivotal role in shaping the investment strategies that help drive Good Life’s success. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities Noah developed the Wealth Allocation Models (WAM), Good Life’s strategic modeling and account trading service, as well as the investment policy statements for all of the firms model portfolios. Noah and his team formulate macro views of the markets and economy, examine the potential investment implications of those views, and share their insights with advisors and clients. Noah holds the Chartered Market Technician designation from the CMT Association as well as the CIPM designation from the CFA Institute. Prior to Good Life Noah spent 17 years at Wells Fargo and their predecessors.

Noah also hosts an investing podcast, “Market Enthusiast” alongside Good Life colleague Chris Needs, research analyst . Each episode they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through “Market Enthusiast,” Noah shows his commitment to making finance and investing more understandable.

Outside investing, Noah and his wife are foodies, enjoy traveling, lake-life and their dog Finn.   

In the first half of a career spanning more than 30 years, Dave ascended from Staff Accountant to Controller with various types of companies. In the Millennial Year, feeling the need to change focus and having strong desire to improve the financial lives of individuals, Dave started his advisory practice with MetLife. Then, after 13 years with MetLife, Dave decided to become an independent advisor with Good Life in order to better accommodate client's financial needs in a changing investment and insurance environment.

Kevin Cavanna holds an MBA from Alvernia University in addition to a B.S. degree and A.S. degree from The Pennsylvania State University. He is a Navy veteran who trained at The Naval Special Warfare Center in Coronado, CA and The Navy and Marine Corps Intelligence Training Center in Dam Neck, VA. He is also a graduate of the U.S. Air Force Law Enforcement Academy in San Antonio, TX. He worked as an Intelligence Specialist on a NATO base in Greece both pre and post 9/11 where he held a TSSI Clearance (Top Secret with access to Sensitive Compartmentalized Information). He holds various securities registrations and insurance licenses in addition to being a Certified Retirement Counselor. Kevin is also an active member of the Spring Township Lions Club.

Kevin began his career as a Financial Advisor with Wachovia Securities, where he originally developed his fundamental investment knowledge. Over the years, Kevin molded his practice into one that provides highly personalized financial and investment advice for individuals, families, and small businesses. He prides himself on providing a high level of service for a limited number of clients that fit certain demographic and asset criteria.

Kevin tailors his advice depending on each client’s unique needs, goals, and expectations. He addresses their financial concerns and develops strategies by focusing on each individual’s specific requirements. He articulates his strategies and investment decisions in a way that his clients can clearly and easily understand. With extensive experience throughout major shifts in the markets, Kevin has dedicated his career to delivering the personalized investment planning services that his clients deserve.

Kevin traveled extensively during his time in the Navy. This further helped him understand different cultures and economies. He was stationed in Greece when they switched from the Drachma to the Euro, and learned about international currency markets first hand. While his time in the service instilled military discipline and ethos, it also further solidified him in the Navy’s core values of honor, courage, and commitment.

Mick started business life in the US Marine Corps in 1976. After doing 6 years as a Radar technician working on F-4 Phantom II jets in the Persian Gulf, he became a Pizza Hut Manager while attending Penn State for his Electrical Engineering degree. In 1991 he found himself working for Exide, Inc. in Reading, PA. After being promoted to Warranty Administrator, he started his career in the Industrial Battery Market where he handled technical training and helped pioneer and champion a new segment of data collection for the Industrial Battery Industry and Exide, which was to go through numerous name changes such as Yuasa-Exide, Yuasa and finally Enersys.

Mick left Enersys in 2009 and went back to college to finish his Bachelors Degree in Technical Management and went on to complete his Masters in Business Administration.

While finishing his Master’s Degree, Mick worked for Aker Wade Power Technologies in Charlottesville VA. In 2016 he decided he wanted to follow his true calling as a Financial Advisor by joining Morgan Stanley.

In October of 2018, Mick made the decision to become an independent Wealth Management Advisor and was impressed by the philosophy of Good Life Financial Advisors.

As his own boss at Good Life, he no longer has a monthly quota in order to make another business wealthy. His ultimate goal has always been to develop long-term relationships. He first seeks to understand his prospects present needs and their ultimate future goals, whether they want to save for retirement, their children or grandchildren’s college or their Long-Term Health or Estate funding needs. Being personally involved in someone’s financial decisions allows him to develop enduring friendships, which is his personal goal for every relationship that he start with new clients.

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” ~ Pablo Picasso.

After seeing the way in which a financial planner could impact the lives of so many people in such a positive way, Julie M. Kemp, CFP® decided she wanted to be a contributor in this area of service as well. She enjoys working with individuals and families as they strive to meet their financial goals and dreams. Julie received a B.S. degree in Finance from Grove City College and an M.S. degree in Personal Financial Planning from the College for Financial Planning. In 2006 Julie was awarded the distinction of the Certified Financial Planner® professional designation after completing a rigorous educational program and testing.

Julie is a member of the Financial Planning Association and is active with the Philadelphia Tri-State chapter. She is actively involved with her church, Chesmont Church of Christ. Julie enjoys playing the viola and piano and is currently the Executive Director of the Sunday Sinfonia at Albright College. She also volunteers her time at Camp Manatawny and her kids’ school, Berks Christian School. Julie enjoys spending time with her husband, Kyle, and three boys, Benjamin, Lucas, and Ethan, and their extended family and friends.

Jeremiah joined Good Life Financial Advisors in October 2021. After serving in the United States Air Force, Jeremiah owned a small business for 8 Years before becoming an Advisor in 2011. In addition to working with individuals and families, he will use his years of business experience and a degree in business management to work with local businesses to help them succeed.

He takes pride in educating youths on pursuing their goals by speaking at local schools on entrepreneurship and business. 

I have spent decades building a successful career in the financial services industry, and I’m proud of the awards and recognition I’ve earned along the way. But what matters most to me is the trust and loyalty of my clients. Their continued confidence is what has kept my client base strong and lasting.

I’m FINRA registered with Series 6, 7, 63, and 65 licenses. I also hold licenses for Life and Health Insurance, as well as Property and Casualty Insurance in Pennsylvania and several other states. Additionally, I’ve earned the Life Underwriter Training Fellow (LUTCF) designation.

What sets my approach apart is my commitment to building genuine relationships with my clients. I believe that by being a trusted advisor, I can help simplify the planning process and make it approachable. This collaborative approach empowers my clients to confidently pursue their unique financial goals.

When I’m not in the office, I’m actively involved in my community. I serve as the Board Chair of the Pottstown Health and Wellness Foundation, chair the Brookside Country Club Membership Committee, and I’m a member of the Rajah Shrine, Reading Lodge #549. I’ve also been a proud member of the National Association of Insurance & Financial Advisors (NAIFA) since 1985.

My involvement with NAIFA has been particularly meaningful to me. I’ve had the honor of serving as President of NAIFA-PA, graduating from NAIFA’s Leadership in Life Institute, and chairing the NAIFA-TriCounty’s Pennies for Bear Golf Fundraiser for over 30 years.

Outside of work, I cherish the time I spend with my family and grandchildren. I love to travel, cook, golf, fish, and hunt—activities that bring us closer together and help me recharge.