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Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President - Wealth Management
Stephen R. Bealer, CFP®, ChFC®, CLU® Wealth Management Advisor Senior Vice President – Wealth Management Stephen joined Merrill Lynch and partnered with The Swift Group in 2003. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Stephen is responsible for the team’s retirement planning and portfolio management, focusing on a complete and cohesive business plan and investment structure for the team’s asset base. He also manages The Swift Group’s business model, organizes team development and training, and manages various team initiatives. Stephen is one of our lead relationship managers and has earned multiple financial designations, including Chartered Financial Consultant®, and Chartered Life Underwriter®. Stephen is a summa cum laude graduate of Susquehanna University and The American College. He resides in Limerick, Pennsylvania with his wife Elyse and their children, Bryce and Adilyn. They are avid international travelers, passionate Phillies fans, and active in their local church.
John C. Minnich, CFP®, ChFC®, CRPC® Wealth Management Advisor Senior Vice President - Wealth ManagementJohn joined Merrill Lynch in 2005 with significant experience in the financial industry. He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He is one of the team’s primary relationship managers, helping clients identify how to connect financial strategies with their life’s aspirations. John focuses on high level retirement planning and portfolio management for families interested in the transfer of multi-generational wealth. His planning based advice is supported by the multiple financial designations he has earned from The American College. Along with the CFP®, these designations include the Chartered Financial Consultant®, and the Chartered Retirement Planning CounselorSM.John resides in Sinking Springs, Pennsylvania with his wife Jocelyn and their daughters, Brooklyn and Aubrey. John enjoys almost anything outdoors and likes to spend his summer perfecting his golf swing. Zachary Romig– Investment AnalystZach joined The Swift Group early in 2013. Zach works closely with Stephen and John to create detailed wealth management analysis for our clients and their families. He is responsible for creation and analysis of new retirement scenarios, as well as expansion and refinement of existing scenarios. Zach is also actively involved in the trading department of the Swift Group. Zach received his undergraduate degree from Franklin & Marshall College in 2010, where he was a member of the school’s ice hockey team. Zach and his wife Rachael live in Shillington, Pennsylvania, where they enjoy spending as much time as possible outdoors. Mark Steele - Registered AnalystMark joined The Swift Group in 2016. Mark focuses on the credit lending side of the business and helps to navigate our clients through the lending process. Mark has been with Merrill Lynch since 2007 and has performed several different roles within the company. Mark attended YTI to achieve his associates degree in Accounting in 1989. Mark and his wife Cindy reside in York, PA and have 4 beautiful daughters that they enjoying spending time with as much as possible. Aprile Seitz – Client AssociateAprile joined Merrill Lynch in 1991 and has been with the team since 2002. She handles the day-to-day administrative and operational needs from the Wyomissing office, focusing on timely and effective processing and client satisfaction. Aprile handles client banking questions, document processing, and various client service issues. She is a graduate of West Chester University and recently moved to her new home in Cumru Township, Pennsylvania with her husband David. Her daughter Christie is a graduate of Temple University and is working at Blackboard, Inc. in Philadelphia, PA. The Seitz family makes frequent trips to the beach and enjoys traveling.Cali Snell – Client AssociateCali joined the Swift Group in 2013 as a Client Associate. She leads the team in operations and administrative needs in the Wyomissing office. She is the team’s lead point of contact for new and existing client onboarding, transfers and estate processing. She graduated from Kutztown University of Pennsylvania with a bachelor’s degree in Political Science in 2012. During her four years at Kutztown, she was a scholarship athlete on the Women’s Volleyball Team and is now using her experience to coach student-athletes at Wilson High School. She enjoys traveling and spending time with her family that resides in her hometown of York, PA.Brianna Cooper – Client AssociateBrianna joined The Swift Group in 2014 as a Client Associate. She assist’s in the day-to-day operations and administrative needs in the Wyomissing office. She is the main point of contact for all money movement related transactions as well as any additional operational needs. She graduated from Penn State University with a bachelor’s degree in Applied Psychology and was a member of the equestrian team. She resides just outside of Reading, Pennsylvania and spends the majority of her spare time riding and training horses, snowboarding and traveling with family and friends.* CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.* Chartered Financial Consultant® and the ChFC® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.* CLU® and Chartered Life Underwriter® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.* CRPC® is a registered service mark of the College for Financial Planning.
Stephen Bealer is registered to do business in : AK, AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
John C. Minnich is registered to do business in : AK, AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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