Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters

Work with a team of champions

From an education-first mentality to an open-minded culture that champions equality and teamwork, 1847Financial is a place where the entire team succeeds — together.

With more collaboration and support, we lean on each other’s strengths to cultivate success for our clients — and ourselves.

Knowledge and Confidence in Our Work

We are a team, and we invest heavily in our collective knowledge and confidence. That’s why we encourage all of our financial professionals to obtain designations. Every new financial professional participates in an intensive onboarding experience, including a week-long bootcamp and a 90-day specialist mentorship. We also have weekly team-wide training sessions that cover an array of topics to keep us at the forefront of our industry.

We want to help you grow your business.

Not only do we make sure that you have a seamless transition to our firm, we also take pride in helping our financial professionals build and grow their businesses. We take a very personalized approach to how we coach our financial professionals. You tell us what your version of success looks like and we will help you work towards those goals. Each business plan we create with our financial professionals is unique and created based upon their specific goals.

Beach ball philosophy

At 1847Financial, every member of our team plays an essential role. If you stick a pin in any one of us, our entire team deflates. This “beach ball” philosophy guides us in all that we do. The leadership team, financial professionals, and operations team members all contribute to our growth. And we prioritize new team members who share that same synergistic approach.

Community-driven philanthropy

We are driven to improve our communities — where we live, work, and grow. As an organization, we’ve invested over 1,200 hours and significant resources into our communities, and we’re just getting started. We involve our entire firm in the selection of our charities, as we will take nominations and have our team vote on the charity.

 

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Get to know us

Lisa B. Davis, MSM

Managing Principal & Chief Strategist

Brian K. Breneman

Chief Builder & Managing Director

Kevin M. Kennedy

Operations Director

Stephen Good

Business Development Director, Boca Raton, FL

Rashon Howard, MSFP

Business Development Director, Conshohocken, PA

Ben Levy

Business Development Director, Tampa, FL

Carlos Suarez

Business Development Director, Coral Gables, FL

Kristen Mervine, ChFC®, CLU®, CLF®

Business Development Director, Conshohocken, PA

Cindy Mueller

Business Development Director, Conshohocken, PA

Jeremy Priar

Business Development Director, Conshohocken, PA

Jon Maitz, ChFC®, CLU®, RICP®, ChSNC®

Director of Client Services Group, Conshohocken, PA

Carl Wenzel

Client Strategies Associate, Conshohocken, PA

Kevin Holcombe

Client Strategies Group Specialist, Conshohocken, PA

Chris DellaVecchia

Director of Strategic Alliances, Conshohocken, PA

Gina Iovanisci

Marketing Specialist, Conshohocken, PA

Lisa Czyzewski

Director of Life New Business, Conshohocken, PA

Peggy Devine

Executive Assistant, Conshohocken, PA

Carey Highley

Office Manager, Boca Raton, FL

Dawn Meehan

Business Support Specialist, Conshohocken, PA

Roxann O'Neal

Life New Business Specialist, Conshohocken, PA

Claire Ryan

Office Coordinator, Conshohocken, PA

LOCATIONS

Florida and Pennsylvania

Firm Services

Firm Specialty

Our Core Values

  • We believe our people are the heartbeat of our organization
  • We believe promises made are promises kept
  • We believe in being transparent, being authentic and being fair
  • We believe the client experience is everything
  • We believe imagination, passion and an open mind fuel creativity.
  • We believe in being respectful of the past, realistic about the present and optimistic about the future
  • We believe in being simple, practical and sustainable
  • We believe in talking at the line
  • We believe everyone needs a roadmap and love
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