Welcome Our New Team Members
Fairman Financial is delighted to welcome two exceptional professionals to our growing team: Mary Dal Nogare, CFP® and ElizabethCianciulli. Each brings valuable insight and a strong commitment to delivering personalized, high-touch service to our clients.
Mary Dal Nogare, CFP® — Tax Consultant
Mary Dal Nogare joins us as a Tax Consultant with extensive experience supporting high-net-worth individuals and families. With a meticulous client-first mindset, Mary delivers comprehensive tax planning and preparation services designed to support the long-term financial goals of our clients. Her problem-solving skills, attention to detail, and proactive approach further enhance Fairman Financial’s integrated services.
Mary is a CERTIFIED FINANCIAL PLANNER® certificant and holds a degree in Mathematics from Villanova University. Outside of work, Mary enjoys cheering on the Philly sports teams and pursuing her love of reading and writing.
Elizabeth Cianciulli — Investment Operations Analyst
Liz joins us as an Investment Operations Analyst, bringing remarkable attention to detail, strong analytical capabilities, and a genuine desire to grow and learn. She plays a key role in supporting the investment operations team and advisory group across a broad range of responsibilities. She also contributes to process improvement initiatives, assists with ad hoc projects, and conducts research to support the diverse needs of our clients.
Liz earned her Bachelor of Science in Finance from Immaculata University, graduating cum laude, with a minor in Business Analytics. Beyond the office, Liz values time with friends and family, maintains an active lifestyle, and enjoys getting lost in a good book.
Congratulations on Professional Milestones
Fairman Financial recognizes our team members who have recently achieved important professional certifications and internal promotions. These accomplishments reflect their dedication, expertise, and commitment to excellence in serving our clients.
Matthew Snyder, CFP® — Wealth Advisor
Matt Snyder recently earned his CERTIFIED FINANCIAL PLANNER® certification, further strengthening his role as a Wealth Advisor. Matt works closely with lead advisors to support personalized financial planning strategies, helping clients navigate life transitions and long-term goals with clarity and confidence.
Kelley Taylor, CFP® — Principal, Senior Wealth Advisor
Kelley, a Senior Wealth Advisor in our Investment Advisory Group, has been promoted to Principal. In this leadership role, she partners with individuals and families to define long-term financial objectives and develop tailored strategies aligned with their unique needs. Kelly specializes in providing personalized financial planning and investment guidance to clients navigating retirement and beyond and plays a key leadership role drawing on two decades of experience in client service.
Bradley Walz, MSTFP — Senior Tax Manager
Brad has been promoted to Senior Tax Manager. He oversees complex engagements with deep expertise in individual, trust, and gift taxation. Brad collaborates closely across service lines to deliver coordinated and effective planning solutions. He serves a diverse client base of high and ultra-high net worth individuals, including active corporate executives and retirees of substantial wealth.
Julia Ziechmann, JD, LLM — Senior Tax Manager
Julia has been promoted to Senior Tax Manager. She excels in guiding ultra-high net worth clients through complex tax matters with technical proficiency and personalized service. A recognized expert in tax research, she leads research initiatives to support a variety of client situations while also playing a key leadership role in training and mentoring our team.
Samuel Mullen, CFP® — Wealth Advisor
Sam, a Wealth Advisor in our Investment Advisory Group, has been promoted to Manager, recognizing his continued growth, leadership, and commitment to support clients’ financial success. He specializes in guiding clients through major milestones and helping them understand how key decisions and life events impact their financial future.
Samantha Lavrich — Client Service Associate
Sammy, a Client Service Associate in our Investment Advisory Group, has been promoted to Manager. Sammy supports both clients and advisors in executing the operational and administrative aspects of wealth management. She ensures efficient, thoughtful client service, collaborates across service teams to meet deadlines, and consistently contributes to solving the complex needs of our clients, our team and our business.
Tom Morgan — Tax Consultant
Tom, a consultant in our Tax Group, has been promoted to Senior Associate. He supports clients through tax return preparation, review, and sophisticated planning. Internally, he supports the Fairman Team in many areas related to software and technology. Tom enjoys working on large tax engagements, especially partnerships, and is dedicated to helping clients make informed decisions aligned with their long-term goals.
We are proud to support our professionals as they grow in their careers. Their achievements strengthen our team and reinforce the high-quality service our clients expect and value.
At Fairman Financial, we have experienced, credentialed leaders and a team of professionals to help you.
IF YOU’RE READY TO LEARN MORE, CONTACT OUR SERVICE TEAM OR CALL US AT 610-889-7300.
