MARY JANE KRATZ
Mary Jane is the office manager at the Gwynedd Company, where she has worked for 39 years. She graduated from the Lansdale Business School and has worked in the Lansdale area for businesses such as Detweiler, Lipkin, and Associates Accounting, American Olean Title Co., and Harriet Carter Gifts, Inc.
senior account manager
Lisa has been with the Gwynedd Company since 2003. She has worked in various positions in the Human Resources Department primarily with an emphasis in Employee Benefits. She has extensive 401(k) Plan knowledge.
Lisa has worked on both sides of the marketplace, in the Human Resources Department handling the day-to-day activities of employee benefits as well as in the retail side for companies that were outsourced to handle the 401(k) recordkeeping and investing of employee contributions. She has extensive knowledge with Discrimination Testing (ADP/ACP), Plan Documents, and daily processing of 401(k) Plans. She attends regular ASPPA (American Society of Pension Professionals & Actuaries) meetings and seminars to keep abreast of regulation changes and updates.
401(k) account coordinator
Chris joined Gwynedd Company in the spring of 2007 after having worked in the Customer and Technical Service industry for 20 years. Chris is as an Account Coordinator in the 401(k) Record-keeping Department. She is an active attendee of the ASPPA Benefits Council of Philadelphia. Chris lives in Lansdale, PA with her husband and she is the mother of 2 grown children.
Pam has spent ten years in Human Resources Administration including Recruiting, Employee Relations, Benefits, Mediation, Payroll, Compensation, Training, Policies & Procedures, and Management. Her previous experience in marketing, sales, education, and training gives her a broad perspective on employee interactions. The majority of her career has been with high technology and retail firms.
Pam is certified by IBM to facilitate teambuilding skills and she has also been certified in the MBTI instrument. She holds an MBA in Organizational Psychology and Human Resources and has worked with CEOs and VPs. She also holds a B.S. from Penn State University. Pam has been employed by companies from under 50 to over 300,000 employees, giving her an understanding that each client has their own unique requirements.
investment advisor representative
Brianna graduated from West Virginia University in May, 2013 with a B.A. in Political Science. She holds her Series 65 as well as Life, Health, and Accident Insurnace licensing. Brianna worked for the Gwynedd Company throughout high school and during holiday breaks in college, assisting Ed in client meetings, quarterly and year end statements for individual and institutional clients, and within the eMoney Advisor platform & Morningstar software. She was a member of Delta Gamma Fraternity and held four positions during her four year membership while also attending the UIFI Leadership conference in 2011.
During her free time, Brianna enjoys trying to teach her very "enthusiastic" golden retreiver, Dublin, new tricks and traveling whenever and wherever she can.
investment advisor representative
The Gwynedd Company is pleased to announce the addition of Robert (“Bob”) M. Flood, III to its staff of investment advisors. Bob brings a wealth of industry and investment management experience to the Gwynedd Team.
With 28+ years in the investment field Bob brings depth and bench strength to our firm.
We are sure that you will be impressed when you meet him personally. Most recently Bob was with the Fidelity Federal Planning Corporation working with wealth management clients nationwide. Bob will be working closely with Ed and Brianna to continue to grow the wealth management part of Gwynedd’s business.