Since 1994 Jeff Bush and his former founding partner, Barry Waronker had a vision to focus on providing financial strategies designed to help pre-retirees and retirees work toward their goals. In January 2001, they turned that vision into reality when they established Informed Family Financial Services and opened its doors. Barry has since retired from Informed Family, after providing the firm with many years of dedicated service to their clients.
In 2016, Steven Jablonski joined the Informed Family Financial team. In addition to being a financial advisor, Steve is the firm's Riskalyze Strategist. He also carries the designation of Certified Financial Planner.
In 2019, Informed Family, with the coaching of a consultant firm, developed and branded their very own process, The WellSpring FORMula. The goal of this unique process is to take all the pieces of your financial puzzle and put them in place. Informed Family utilizes a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The WellSpring FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
Informed Family celebrated their 20th Anniversary on January 1, 2021. During this time, Steve also became a partner of the firm. Under the new company structure, Jeff assumed the role of CEO and Chief Financial Officer, while Steve took on the titles of President and Executive Secretary.
In the Summer of 2022, Informed Family announced the acquisition of Strategic Wealth Advisory located in Birdsboro. The practices merged under the Informed Family Financial Services brand, acquiring three staff members and a pair of offices in Reading and the Lehigh Valley. The main office is located in West Norriton, with three other offices in Pottstown, Birdsboro and Allentown.
At Informed Family, Shannon LaRosse, continues her role as an Investment Advisor Representative. Her goal is to create a plan that seeks to pursue a clients’ goals and objectives so they can live their retirement years with greater confidence. Shannon strives to earn the life-long trust of clients by helping them overcome the obstacles that they will face while transitioning into, as well as navigating through, retirement.
Earl D. Schultz was the founder and president of Strategic Wealth Advisory, LLC. Having been in the industry for more than 25 years, Earl holds Series 6, 7, 63, and 66 securities licenses and also the designations of Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) from The American College of Financial Services. He now currently serves as a Senior Financial Consultant for Informed Family Financial Services.
Jeff has been featured in an array of news outlets which include, U.S. News & World Report, Yahoo News, The Norristown Patch, and The Reading Eagle. He also has done several articles for Kiplinger, USA Today, CNBC, KYW News Radio, Forbes and Authority Magazine, among others. Jeff is the host of "Financially Speaking with Jeff Bush." The show is broadcasted on the PCTV Network in Pottstown.
Steve has been featured in Advisor News, U.S. News & World Report, Forbes, The Norristown Patch and Market Watch, just to name a few. Shannon has been interviewed by Proactive Advisor Magazine, and is featured in the U.S. News and World Report article, "How much does it cost to raise a child?"
As advisors, Jeff , Steve, and Shannon enjoy working with people who value financial direction, seek professional advice, and appreciate accurate, helpful information provided in a timely fashion.
Securities Licenses & Qualifications:
Jeffrey Bush, Series 6,7, 63,and 65. Jeff is "Registered to sell securities in AZ, CA, CO, DE, FL, HI, MA, MD, NC, NJ, NY, PA, RI, SC, VA, and WV"
Steve Jablonski, Series 6, 7, 10, 24, 51, 63, and 65. Steve is, "Registered to sell securities in the states of PA, NY, MA"
Shannon LaRosse, Series 7 and 66. Shannon is, "Registered to sell securities in the state of PA"
Insurance Licenses & Qualifications:
Accident and Health, Annuities and Life. Jeffrey Bush is insurance licensed in PA and NJ. Steve Jablonski and Shannon LaRosse are insurance licensed in PA.