Rebekah Minnich

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Michael Henzes, CFP®, MBA, EA Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!! My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we’re different from other advisors: Advice Only – Never worry about being sold something you don’t want. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring. I'm originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA). I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service. I've accrued more than 23 years of experience in the accounting and financial services industry in a number of different capacities. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients. You can learn more about my professional background here: LinkedIn: https://www.linkedin.com/in/finplanningspecialist/ On the personal side, I've been married for over 20 years and have four children. I enjoy tinkering, working on cars, being in the outdoors and I'm a basketball enthusiast. If you’d like to talk and further explore how we might be able to help, I would encourage you to give us a call, send an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon. – Michael Henzes

Christopher Whitcombe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, personal retirement planning, and retirement income. Christopher applies a disciplined, analytical approach to financial advising, emphasizing personalized strategies tailored to each client's unique situation. Christopher holds a Bachelor's and a Master's degree from Lehigh University. He has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His approach involves thoroughly understanding clients' financial circumstances and goals, analyzing data, and identifying opportunities to improve financial projections and tax strategies. Outside of his professional work, Christopher enjoys music, reading, and spending time with his family. He is committed to educating clients to help them become better stewards of their financial resources through comprehensive, individualized financial planning.

David Kim is the Senior Resident Director and Wealth Management Advisor at Merrill. In this role, he collaborates with successful families and businesses to help achieve their financial goals by understanding their values and guiding them through investment and risk analysis. His areas of focus include institutional investments, retirement income planning strategies, estate planning, and the development of personalized investment management strategies aligned with clients’ visions. David began his financial services career in 2005 with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR™ (CPFA), Personal Investment Advisor (PIA), and is a designated Bank of America Merrill Lynch Retirement Benefits Consultant. His qualifications include managing discretionary portfolios incorporating individual securities, Merrill model portfolios, and third-party strategies. In 2019, David was named to Forbes’ "Best-in-State Next-Generation Wealth Advisors" list. He earned a Bachelor’s degree from Penn State University and is fluent in English, French, and Korean. David is active in his community, participating with United Way and serving as a board member and coach for Mifflin Area Youth Baseball. He lives in Mohnton, Pennsylvania, with his wife, Sarah, and their three children, and enjoys spending time with family as well as studying culinary arts in his spare time.

Melanie Hnatishion is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning her career in financial services in 2012, she has specialized in retirement planning, divorce financial planning, and corporate retirement plans. Melanie works closely with individuals, families, and corporate clients to develop comprehensive wealth management strategies tailored to their goals and changing life circumstances. She holds a bachelor’s degree from Thomas Jefferson University and has earned multiple professional designations, including Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Divorce Financial Analyst® (CDFA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Certified 401(k) Professional® (C(k)P®), and Retirement Benefits Consultant. These credentials support her disciplined approach to financial planning and fiduciary advisory services. Melanie lives in Reading, Pennsylvania, with her son. Outside of her professional life, she enjoys golf, ice hockey, racquetball, and tennis.

Anastasios Plevrakis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999 following his graduation from Pennsylvania State University and has since focused his practice on portfolio construction and retirement planning. His approach involves developing personalized financial strategies tailored to each client's goals, emphasizing capital accumulation, retirement planning, and income distribution. Plevrakis holds the Chartered Retirement Planning Counselor™ (CRPC) designation earned in 2008, as well as the Personal Investment Advisor (PIA) credential. He collaborates with his clients' CPAs and attorneys to address income tax minimization and estate and inheritance tax considerations as part of a comprehensive retirement planning process. He maintains a commitment to providing ongoing counsel and service to enhance client relationships throughout retirement. Born and raised in Berks County, Pennsylvania, Plevrakis currently resides in Wernersville, PA, with his wife Allison and daughter Ariana. In addition to his professional work, he dedicates time to volunteering in the community. His personal interests include spending time with family, playing tennis, and traveling.