Brandywine oak Private Wealth LLC

Steve Maconi is a financial advisor with Brandywine Oak Private Wealth LLC, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. He is also involved in fixed insurance and annuities as a licensed agent, providing financial planning advice to individuals and families. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm emphasizes goal-oriented family wealth planning with broadly diversified, low-cost asset allocations and incorporates tax minimization and behavioral finance considerations.

Mark Jackson is a CFP® with 19 years of industry experience, currently serving as an advisor at Brandywine Oak Private Wealth LLC since 2018. His prior experience includes roles at Purshe Kaplan Sterling Investments, Bank of America, Merrill Lynch, and Wyeth Private Wealth. He is also a licensed independent insurance agent. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management. The firm emphasizes goal-oriented family wealth planning with diversified, low-cost asset allocations and incorporates tax minimization and behavioral finance considerations.

Alison Dorsman is a CFP® with 20 years of experience in the financial services industry. She is currently with Brandywine Oak Private Wealth LLC, where she has worked since 2018, and has prior experience at Purshe Kaplan Sterling Investments, Wyeth Private Wealth, Bank of America, and Merrill Lynch. In addition to her advisory role, she is co-CEO and owner of Brandywine Oak Private Tax Advisory, a tax practice affiliated with her firm. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities, providing financial planning, consulting, and wealth management services. The firm employs a goal-oriented investment approach focused on diversified, low-cost asset allocations, tax minimization, and behavioral finance considerations, managing over $1.4 billion in client assets.

Brittany Kalsky is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Brandywine Oak Private Wealth LLC since 2018 and previously spent three years at Merrill Lynch. She also serves as the Chief Compliance Officer at Brandywine Oak Private Wealth. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with financial planning, consulting, and investment management. The firm emphasizes goal-oriented family wealth planning using broadly diversified, low-cost asset-class allocations and incorporates tax minimization and behavioral finance in its investment approach.

Michael Henley is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He is a member of the team at Brandywine Oak Private Wealth LLC, where he has worked since 2018. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Wyeth Private Wealth, and Bank of America/Merrill Lynch. Henley serves as a trust protector for certain client trusts and sits on the boards of the United Way of Southern Chester County and the Abdominal Cancers Alliance. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and investment management through diversified, low-cost asset allocations and model portfolios. The firm manages over $1.4 billion in client assets and incorporates tax minimization and behavioral finance considerations into its investment approach.

Lisa Quadrini is a CFP® professional with 27 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and WELLS FARGO Advisors, LLC. She also serves as a trustee for a family trust. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm manages over $1.4 billion in client assets and employs a goal-oriented, broadly diversified investment approach emphasizing low-cost asset allocations, tax minimization, and behavioral finance considerations.

Connor Knox is a CFP® professional with two years of industry experience. He is currently with Brandywine Oak Private Wealth LLC, where he has worked since 2025. His prior roles include positions at Corient Services LLC, Riskalyze, Envestnet, and Sei. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and investment and wealth management services. The firm emphasizes goal-oriented family wealth planning using broadly diversified, low-cost asset-class allocations and incorporates tax-minimization and behavioral finance strategies.

Tracy McGuire is a CFP® with 35 years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior roles include positions at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, and Wyeth Private Wealth. She is also a licensed independent insurance agent and serves as a trustee for her sister’s trust account. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by offering financial planning, consulting, and investment and wealth management services. The firm employs a goal-oriented, broadly diversified investment approach focusing on low-cost asset allocations, tax minimization, and behavioral finance principles, managing over $1.4 billion in client assets.

Dionna Poluch is a CFP® and Series 63-licensed financial advisor with five years of industry experience. She is currently with Brandywine Oak Private Wealth LLC, where she has worked since 2022. Her prior experience includes roles at JPMorgan Securities, LLC, Domain Money, and Beck Bode, LLC. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management. The firm emphasizes goal-oriented family wealth planning with broadly diversified, low-cost asset-class allocations and incorporates tax minimization and behavioral finance considerations into its investment approach.

Peter Kim is a CFA® charterholder with 11 years of industry experience. He has worked at Brandywine Oak Private Wealth LLC since 2022 and previously spent eight years at Goldman Sachs. He serves as Treasurer and a member of the Board of Trustees for the Chester Springs Library. Brandywine Oak Private Wealth serves individuals, high-net-worth families, trusts, estates, and business entities, providing financial planning, consulting, and investment management using diversified, low-cost asset allocations. The firm manages over $1.4 billion in client assets and employs a goal-oriented approach that includes tax minimization, behavioral finance considerations, and the use of model portfolios.