Pat Bergmaier, ChSNC®, CFP®, RICP®

Partner, Conshohocken, PA

215-317-4143
pbergmaier@1847financial.com

Pat is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a passion for working with families. His knowledge and expertise allows him to develop comprehensive and holistic financial plans for his clients that provide the framework for making financial decisions that will help achieve their lifetime and legacy planning goals.

Pat is also a Chartered Special Needs Consultant™️ (ChSNC®️) This designation has provided Pat with the knowledge to address the unique circumstances and requirements of planning for individuals with special needs, the focal point of his practice since 2009. Prior to joining 1847Financial, Pat partnered with the MetLife Center for Special Needs Planning where his passion for working with the special needs community began. 

He is involved with supporting many special needs organizations - Ascend – the Asperger and Autism Alliance of Greater Philadelphia, Autism Cares Foundation, local Down Syndrome Interest Groups, local YMCA programs, Ardent Community Trust and others.

Pat received his Bachelor’s Degree in Finance from Albright College in Reading, PA & holds his FINRA Series 7, 66, 63 & 6 Securities Licenses. Pat began his career in financial services in 2005 after a successful baseball career at Albright where he was awarded Conference Player of the Year his senior season.

In his spare time, Pat enjoys working out, golfing, reading and spending time with his family. He resides in Downingtown, Pennsylvania with his wife Amy, their daughters Lily & Ella, their son Noah & their mini-dachshund Dasher.

Todd Ockovic

Financial Advisor,  Conshohocken, PA

610-771-1009
tockovic@1847financial.com

Todd Ockovic has the skills and knowledge to direct executives, families, and small business owners in formulating, executing and monitoring thoughtful solutions to build and preserve wealth. Todd focuses on developing relationships with clients to gain an understanding of their needs, wants and wishes.

His precept is that financial strategies, investment portfolios and estate plans need to be tailored to individuals and their unique situations. Todd is passionate in working with various clients to address these unique financial situations and help them achieve their goals throughout all of life’s stages.

Todd began his career in 1992 with MetLife and was a MetLife financial services representative and financial planner prior to joining 1847Financial. Todd holds FINRA Series 6,7,26 and 63 securities registrations in the states of California, Colorado, Florida, Nevada, New Jersey, New York, Pennsylvania, and South Carolina. Additionally, Todd holds Life, Accident/Health, and Variable Insurance licenses in both Pennsylvania and New Jersey. Throughout his 20+ years in the financial services industry, he has qualified for many personal and industry recognition awards.

Brian Kelnhofer, ChSNC®️,WMCP®

Financial Advisor, Conshohocken, PA

215-933-9361
bkelnhofer@1847financial.com

Brian is motivated by service to others. As a passionate advocate for wellness, Brian believes that true health is defined by wellbeing physically, mentally, emotionally, and fiscally. This perspective towards life has allowed him to take a holistic approach to his practice, prioritizing communication, transparency, and education. His dedication to his clients has led him to gain his Wealth Management Certified Professional® designation, FINRA Series 7, 63, & 66 licenses, as well as Life, Accident, and Health Insurance licenses.

Brian brings the highest level of detail and care to his clients. His understanding of the long-lasting impacts of a financial plan allows him to work collaboratively with clients, which lets them know he is with them every step of the way.As a resident of Bucks County, Brian is active in the special needs, mental illness, and recovery community and is dedicated to serving these spaces at the highest level.Brian lives in Doylestown, PA, and enjoys working out, running, and cooking.

Brett Garrison, ChSNC®️

Financial Advisor, Conshohocken, PA

609-947-6920
bgarrison@1847financial.com

Brett is a dedicated Special Needs Financial Advisor with over a decade of combined experience in roles supporting individuals and families with special needs. Drawing from personal experience within his own family, Brett possesses deep empathy and understanding of the unique emotional and financial challenges they face. He creates a supportive environment where clients feel heard and respected, building trust through integrity and kindness.

Brett holds FINRA Series 7, 63, and 66 securities registrations, as well as Life, Accident, and Health Insurance licenses, ensuring comprehensive and informed financial guidance.

Outside of work, Brett enjoys spending time with his growing family, golfing, hiking, and staying active. He resides in Morgantown, Pennsylvania.

Special Needs Workshops

Interested in hosting a workshop for your families? Please call us at 

215-317-4143 if you have any questions.