| Our seamless service approach is supported by a full team of professionals that will work hard to help you work toward your personal financial goals. As you can see, we offer a full range of services, but regardless of which service you choose, we will review your portfolio proactively, anticipating your needs before you do. This process is designed to ensure that your investments keep pace with the changes in your life. Services provided: - Retirement Planning
- Wealth Planning
- Estate Planning
- Tax Planning
- Risk Management Planning
There’s no time like the present to prepare for those long-awaited days of pursuing your passions, whether it’s learning to play golf or nurturing your grandchildren. We can help you maximize the amount of free time you so richly deserve. By working with us now, we can arrange all the details that will affect your financial future, sparing you and/or your loved ones from having to make difficult decisions later.
Our Team  | Jane Kleibert - Partner & Certified Financial Planner
Jane began a career in the financial services industry in 1977. She specializes in retirement and personal financial planning. Prior to 1977, she taught math in the Centennial School District. Jane has participated in the World Affairs Council as a corporate sponsor and has worked with the facilities of Boston University and Thomas Jefferson University in planning for retirement and tax management. She resides in Langhorne, Pennsylvania with her husband Joe. Jane and Joe enjoy traveling to Europe to visit family living in Southern Germany and France. |
|  | Susan Allen - Partner, President & Certified Financial Planner
Susan began her financial planning career in 1981 primarily working with non-profit organizations. The primary focus of her practice today is intergenerational family planning. Susan held a position with the Please Touch Museum in Philadelphia serving on the Special Events Committee. She is a long time resident of Yardley, Pennsylvania. Her favorite past-time is traveling with her husband and daughter.
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|  | Tom Griffiths - Partner & Vice President
Tom is a professional investment advisor representative dedicated to helping his clients meet their financial goals by providing a high level of service, listening to their financial needs and developing an appropriate strategy. He also specializes in corporate retirement planning offering fiduciary services with an aim toward reducing legal liability as a plan sponsor and also provides individual asset management advice to employees. He has worked in the financial services industry for over 10 years and prior to joining Renaissance Wealth Management Group, Tom was a Vice President/Financial Advisor with Wachovia Securities. He currently resides in Bucks County, PA with his wife and two children. Tom enjoys golf, traveling and coaching his son‘s baseball and football teams. |
|  | Chris Tamagno - Vice President - Sales & Operations
Chris Tamagno joined Renaissance Wealth Management Group in early 2006. Before joining the team he worked with Hartford with a background in insurance. Chris graduated from West Chester University in 2002 and has successfully completed federal licensing requirements. Presently, he is in the process of obtaining a designation as a Certified Financial Planner. Chris resides with his wife and two daughters in Burlington, New Jersey. |
|  | Catherine B Allen, CFP® - Partner and Vice President
After an impressive 24-year career in the financial industry, Catherine joined Renaissance Wealth Management Group in 2009. Previously she served as a Financial Advisor at Merrill Lynch, a Senior Financial Planning Consultant at Fidelity Investments and a Vice President at Wachovia Securities. Catherine is a CERTIFIED FINANCIAL PLANNERTM practitioner who has an innate ability to connect with clients and provide them with the tools, resources and education they need to make informed decisions. She is focused on wealth accumulation and distribution planning to assist pre-retirees and retirees. Catherine recently returned to the greater Philadelphia area to be closer to her extended family. When she isn’t busy helping clients pursue their dreams, she enjoys reading, history and traveling.
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