Special Needs Planning Team

Our team is trained to work with families who need help creating a comprehensive financial strategy for their loved one with special needs. We work with clients to bridge the gap between community, government and long term support. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire.

  • Strategies for funding a special needs trust

  • Government benefits and eligibility

  • Finding the right attorney

  • Planning a “three-person retirement”

  • Multigenerational wealth management

  • Advanced insurance planning

  • Investment advisory solutions*

  • Tax planning strategies for special needs situations

Partner

Pat Bergmaier, CFP®, ChSNC™, RICP®

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

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 a board member of the Timothy School in Berwyn, PA which is devoted exclusively to teaching students with autism. He is involved with supporting many special needs organizations such as Ascend – the Asperger and Autism Alliance of Greater Philadelphia, Autism Cares Foundation, Down Syndrome Interest Groups, and PLAN of PA.

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, daughters Lily and Ella, and their mini-dachshund, Dasher.

Email:pbergmaier@1847financial.com

Work:610-784-3468

Cell:215-317-4143

Fax:610-771-1000

Financial Advisor

Todd Ockovic

Email:tockovic@1847financial.com

Work:610-771-1078

Fax:610-771-1000

Thom Minger

Thom is dedicated to serving business owners, professional athletes and families with special needs loved ones who recognize the importance of personal financial organization, but lack either the time, knowledge, or desire to do so on their own. He has built his career and practice through hard work and dedication to his clients. The foundation to everything he does is built on a deep understanding of his clients’ goals and achieved through consistent and clear communication.

Thom brings a unique level of experience to his clients. His knowledge and experience was built and tested over a decade in finance as an investment consultant for large institutional asset management firms. In addition to his time dedicated to serving individuals and families, he has served as the secretary for local pensions.

Thom lives in Devon, PA with his wife Angelina and their three children: Tommy, Rosalie (LeeLee), and Sophia (FiFi). When not coaching or playing soccer, he enjoys listening to music, working outdoors, or playing guitar.

Email::tminger@1847financial.com

Work::610-784-3466

Cell::215-237-3004

Fax::610-771-1000

Financial Advisor

Joanna Craney

Designations:ChFC®

Email:jcraney@1847financial.com

Work:610-771-1078

Fax:610-771-1000

Financial Advisor

Isidore Ogoussan

Designations:ChFC®

Email:iogoussan@1847financial.com

Work:610-784-3493

Fax:610-771-1000

Financial Advisor

Nolan Menachemson

Designations:CFA, ChSNC™

Email:nmenachemson@1847financial.com

Work:203-635-5700

Cell:917-710-1788

Fax:203-222-0527

Special Needs Workshops

Visit one of our upcoming workshops shown below or call us at 215-317-4143 if you have any questions.

Interested in hosting a workshop for your families? Please reach out to Pat!

Jump Months

july, 2020

Download all events as ICS file