IVC Wealth Advisors LLC

Eric Landes is a financial advisor at IVC Wealth Advisors LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Client Services and Kestra Financial Services. Landes is also president of IVC Insurance Agency. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, offering portfolio management, pension consulting, and third-party money manager selection. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to build tailored investment programs, managing accounts primarily on a discretionary basis.

Paul Mccolgan is a CFP® professional with 27 years of industry experience, currently serving at IVC Wealth Advisors LLC. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He is also vice chairman of the Perkasie Industrial Development board, a nonprofit entity supporting community-beneficial projects. IVC Wealth Advisors LLC serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses by providing portfolio management, pension consulting, and third-party money manager selection. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create tailored investment programs and generally manages accounts on a discretionary basis.

David Gotwals is a financial advisor at IVC Wealth Advisors LLC in Silverdale, PA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at Kestra Advisory Services LLC and NFP Advisor Services. Outside of his advisory work, he is involved with Clear Employer Services, providing HR services to small businesses as a financial and retirement plan consultant. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities, offering portfolio management, pension consulting, and third-party money manager selection. The firm applies fundamental, quantitative, and modern portfolio theory in building tailored investment programs, managing accounts primarily on a discretionary basis.

Ronald Joyce is a financial advisor at IVC Wealth Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory Services, Kestra Investment Services, and NFP Advisor Services. Joyce serves as a board member of the Griffin Gives Foundation, a charitable organization assisting veterans and children in need, and holds leadership roles in local veterans and fraternal organizations. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and access to insurance products. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to tailor investment programs and manages accounts primarily on a discretionary basis.

Julie Macdade is a financial advisor at IVC Wealth Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Advisors, Kestra Financial, and Private Client Services. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and access to insurance products. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to develop tailored investment programs and generally manages accounts on a discretionary basis.

Scott Cendali is a financial advisor with IVC Wealth Advisors LLC, holding a Series 66 designation and over 11 years of industry experience. His prior work includes roles at Girard Advisory Services, Univest Bank & Trust Co, and Private Client Services. Outside of his advisory role, he is employed by Clear Employer Services, a professional employment organization. IVC Wealth Advisors LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing portfolio management, pension consulting, and third-party money manager selection. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses to create tailored investment programs and generally manages accounts on a discretionary basis.