Our Team



Joe has been in practice over 37 years. His primary areas of focus include providing investments and insurance for retirement, business and estate conservation. He has four years of experience in public and corporate tax accounting and five years of experience with a wealth management group. Joe was named to John Hancock’s Hall of fame in 2011.

Joe received a B.S. in Accounting from Bloomsburg University. Joe, his wife Deborah and puppy Vito reside in Bethlehem. His twin daughters Jennifer and Michele, and son Matthew reside in Bethlehem, NYC and Washington DC respectively.





John has been in practice over 25 years. His primary focus incudes personal financial analysis, risk management and wealth accumulation and preservation. He has a reputation for putting his clients’ needs first and having an open, honest approach when providing focused advisory service.

John received a B.S. in Business Administration from Methodist College. He earned designations for Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL), from the American College in Bryn Mawr, PA. He lives with his wife Angela, son Ethan, daughter Madeline and dog Porter in Schnecksville, PA. When time permits, John enjoys a good golf match with friends.



Tom has been in practice over 25 years. His primary areas of focus include providing appropriate investment and insurance-related planning to individuals and business. He enjoys working with families and business owners to help them achieve their retirement, business and estate conservation goals.

Tom received a B.S. in Business Administration from Millersville University. He lives with his wife Deana, son Braden and daughter Ava in Collegeville, PA.




Matthew has been in practice for over 10 years. As a CFP® professional, he has had extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

Matt is a graduate of Bloomsburg University where he earned two bachelor degrees, one in Finance and another in Business Management. He and his wife Jackie and their sons Levi and Aaron live in New Tripoli, PA. Matt is a guitarist, and loves camping, fishing and heading to the beach.



GEOFFREY F. BOYER, Director of Client Relations



GEOFFREYGeoff is the former President of Boyer Financial Group, established in 1983 in Allentown, Pennsylvania. He is a founding director of Embassy Bank for the Lehigh Valley, a unique and highly successful financial institution. As a member and past President of Emmaus Rotary, Geoff is active in many local community projects. He is a member of the Board of Associates of the Lehigh Valley Community Foundation, and is the recipient of their 2016 Service to Philanthropy Award. A graduate of Bates College, Geoff lives in Emmaus with his wife, Wenda, two of their four children, two cats and two horses.


Karen D. Stehly
Operations Manager

Darla Lakatosh
Client Relations Specialist

Cindy Ecker
Client Relations Specialist

Quantum Financial Management LLC
1605 N. Cedar Crest Boulevard, Suite 504, Allentown, PA 18104
610-841-3400 Toll-Free: 866-710-2850 Fax: 610-841-3494

Investment Solutions • Qualified Retirement Plans • Risk Management • Retirement Income Strategies • Estate Conservation • Business Benefit Plans

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC.

RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.