Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Bryan McCloskey, MS, CASL®
Founder/Investment Advisor Representative
For more than a Decade, Bryan has helped more than 1,000 people make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size, and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about.
In 2018, Bryan re-directed his focus toward his vision of making a massive impact in the lives and legacies of families in his local community, and is honored and dedicated to serve those families who call him their advisor.
Bryan has his Master’s degree, along with advanced designations within the financial planning field, and is a perpetual student, continuing to learn and grow as the world changes and adapts over time. Bryan lives in Downingtown with his lovely wife, Annemarie and their beautiful daughter, Madelyn.
Tom Suvansri, MBA
Investment Advisor Representative/Wealth Strategist
Born in Lower Merion, raised in Cherry Hill, and a Penn State Grad, Tom adds a ton of value to the Revisionist Wealth Team as a specialist in advanced insurance strategies and investment analysis. Tom is a tremendous asset for clients looking to take control of their finances due to his analytical strength, his focus on serving clients, and his feeling of responsibility towards others. In addition, Tom has had success within real estate investing through the ownership and management of various rental properties as well as participating in private lending arrangements.
Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time.
Mike Kerl has been a health insurance broker since 2002. He grew up in Havertown, PA and currently resides in Springfield, Delaware County, PA with his wife and 2 daughters. Mike’s philosophy is to treat every client like they were his own aunt, uncle, mother or father, and that’s just one of the reason’s why Mike is a valued member of the team at Revisionist Wealth.
Mike is an independent broker and can explain the advantages of every available plan and show you non-biased comparisons to enable you to arrive at the best choice. He is licensed to sell all the Medicare Plans available in PA including, Blue Cross, Aetna, Cigna/ARLIC/ CHLIC, Mutual of Omaha, AARP’s United HealthCare, Stonebridge/TransAmerica, Manhattan Life, Oxford Life, New Era/ Philadelphia Life Ins. Co., Humana, Thrivent Financial plans and more. There is never any fee for his service and the price you pay for coverage is EXACTLY the same as if you went direct to the insurance company.
Client Service Specialist
Julia joined Revisionist Wealth in 2020. She brings with her 7 years of Client Relations experience and dedication to Financial Planners and Advisors. Her commitment to clients and passion for helping others is apparent in everything that she does. Since her time in the Financial Industry, she has gained experience and knowledge in new accounts, account transfers, data entry and compliance. She graduated from the University of Colorado in Colorado Springs in 2011 where she received a Bachelor’s in Communications with an emphasis in Media Management. She also minored in American Sign Language.
Julia works remotely and securely with our team and has a sense of urgency when it comes to prioritization and meeting deadlines. She truly enjoys going above and beyond for our clients.
Client Service Specialist
Kim has become an incredibly valuable member of the team, ensuring that client onboarding and any client account work progresses smoothly. Kim’s background of over 20 years of experience in Financial Services providing back-office support provides for an excellent resource and guidance for our firm.
Kim lives in beautiful Denver, Colorado, and works remotely and securely with our team and our clients.
How We Are Different
Our focus is to work exclusively with clients who want assistance with retirement planning. We will be of help if you are nearing the transition from the “accumulation” stage of life or are already retired to better succeed in the “distribution” phase.
When people are younger, they are still working and saving, so their income is derived from their human capital. If you are in or near retirement, you now have to plan to use your accumulated savings or money capital to support your lifestyle.
Many consumers and their advisors address problems largely from an accumulation perspective and do not appreciate how important the differences are between these stages of life. Proper retirement planning may require a whole new way of looking at your money.