Financial Planners. Health Insurance Specialists. Trusted Advisors. Wealth Strategists. Client Advocates.

At Penn Rise Advisors we provide businesses and individuals with objective guidance, dedicated service and quality investment and insurance products. We strive to be client advocates in everything we do because we see clients as an extension of our family.

By having the ability to offer reputable financial planning, investment and insurance services under one roof, we streamline our clients’ time and strategy around important business and life decisions.

The Faces of Penn Rise Advisors

Karl Klingmann II is the President and CEO of Penn Rise Advisors and a graduate from Lafayette College where he earned a degree in economics and business.

Karl’s in-depth knowledge and dedication to his clients has allowed him to be a trusted advisor to business owners, their employees and individuals for over 20 years. His specialties include investment and financial planning, as well as employee benefit plans for small and medium size businesses.

Karl is an Investment Adviser Representative, and with that, has a fiduciary responsibility to act on the client’s behalf. Karl has also passed the Series 7, 6, and 63 exams. In addition, he has life and health insurance licenses and is certified to sell on the Health Insurance Marketplace.

Karl is a board member and past president of the Western Chester County Chamber of Commerce, a member of the National Association of Health Underwriters and the Greater Philadelphia Association of Health Underwriters.

During his personal time, Karl enjoys soccer, camping, traveling, hunting, spending time outdoors with his family and fixing anything possible in his garage workshop.

 

Dana Liebert is our Office Manager and our go-to person for all things customer service related. Dana is responsible for processing health insurance quotes, enrollments, deletions, billing and claim resolutions, COBRA administration, life insurance application submission and verification..

Prior to joining Penn Rise Advisors, Dana's varied career consisted of working as an executive assistant for a major healthcare company, to managing restaurants in the British Virgin Islands to piloting hot air balloons through a business she owned with her husband.

Dana is a native of California but lives in Chester County, PA with her husband for the past 24 years. In her spare time she enjoys cooking, bicycling, hiking and traveling.

 

Kathy Madey is our Client Service Associate who helps our investment client accounts run smoothly. She serves as an advocate for our clients, processes new accounts, transfers, retirement contributions and distributions, as well as acting as a liaison between our office and outside sponsors.

Prior to joining Penn Rise Advisors, Kathy was a Client Relationship Manager for a video licensing company. Her background also includes working for a large bank and trust company in Delaware as an Account Manager in Wealth Management.

In her spare time, Kathy enjoys family and friends, travelling, playing tennis, reading and watching March Madness.

 

Investment performance is not guaranteed and results differ for each client.

Save

Save