James J. Meehan, MSM
As those who have served our country know, being in the military is all about teamwork. Since graduating from the Naval Academy in 1986 and then launching a career in the financial services industry, Jim has been passionate about the value of teaming with others to achieve common goals through building strong relationships.
After 22 successful years with Creative Financial Group, Jim joined Penn Mutual in 2011 as Managing Partner of 1847Financial, based in Conshohocken, PA. He has since received recognition for several outstanding achievements, including the GAMA International Management Award and the prestigious Penn Mutual Chairman’s Award. Under Jim’s leadership, 1847Financial is continually recognized as one of the Best Places to Work in PA. Jim has also been featured in The Wall Street Journal, ThinkAdvisor, Forbes, Fortune, Bloomberg, and RIA Central Advisor Newsletter.
Currently, Jim serves as the Chairman of the the Board of The American College. He is also Chair of The American College Center for Veterans Affairs, which partners with Penn Mutual to award scholarships to military veterans and their spouses interested in pursuing a career in the insurance and financial services industry.
In 2008, Jim earned a Master of Science in Management (MSM) degree from The American College. He continues to be an advocate of the College and their efforts to partner with veterans. 1847Financial also actively supports area charities, including Believe and Achieve, a foundation that provides access to basic needs for at-risk youth in local neighborhoods. In addition, Jim is a member of the Naval Academy Alumni Association, The Philadelphia Union League, Overbrook Golf Club, the Association for Advanced Life Underwriting (AALU) and the General Agents and Managers Association (GAMA).
Lisa B. Davis, MSM
As Managing Partner at 1847Financial, Lisa oversees the growth and development of the firm and its 100+ advisors. She is passionate about the value of teaming and creating a strong workplace culture, as well as coaching advisors on building a thriving practice through target marketing strategies, client cultivation and new business opportunities. In addition, she has played a key role in facilitating the expansion the firm’s footprint from Conshohocken, Pennsylvania, into Delaware, New Jersey, and most recently, Florida.
Lisa’s areas of expertise include practice development and management, marketing, and operations. She is a sought-after speaker among industry organizations, has been featured in local publications for her thought leadership, and was a guest on This Is It TV. Active in the industry, Lisa is also a member of GAMA and Women in Financial Services and is an advocate for supporting and engaging The American College of Financial Services. She currently serves on several committees, including the Jewish Federation of Greater Philadelphia and the American Heart Association.
Lisa holds a Masters, Science of Management degree from The American College. She also obtained her Bachelor of Science Degree from the Cornell University School of Hotel Administration in New York with a concentration in business. Lisa joined 1847Financial in 2012 and became its Managing Director in 2015. Promoted to the role of Managing Partner in 2020, she and Co-Managing Partner Jim Meehan will support the agency vision and continue build the 1847Financial brand.
Prior to joining the firm, Lisa was a partner with FACTS, LLC, responsible for business and brand development under the umbrella of Delaware Valley Financial Group.
Lisa, husband Heath, and their daughters Sophie and Barrie reside in Plymouth Meeting, Pennsylvania.
Brian K. Breneman
As Managing Director of 1847Financial, Brian is responsible for expanding business in the Greater Philadelphia and South Florida Markets. He has a long track record of success, both as a distribution leader and a field leader.
An industry veteran, Brian spent seven years with New England Financial as Senior Vice President, where he was responsible for the company’s distribution channel, which included more than 2100 representatives in 35 sales offices across the country. Prior to that, he was Regional Vice President for MetLife, where he started his career in the field in 1987.
Brian graduated Magna Cum Laude from Delaware Valley College, receiving a Bachelor of Science degree in Business Administration. He was named Associated Press All-American and GTE Academic All-American in football. Brian holds FINRA Series 6, 7, 24 and 26 licenses, as well as Life, Accident, Health, and Property and Casualty licenses.
Brian resides in Mechanicsburg, PA with his wife, Sherri, and their three children, Adam, Grant, and Julia.