At Financial Voyages, we strive to provide exceptional service to make a difference in the lives of our clients. We want to become your trusted advisors – one of the first people you call when your life changes. You will see the value in working with us to clarify, pursue, and help achieve your financial goals.
Gary C. Sanson, CFP®, ChFC®, CFS®, RFC®, AEP®, CASL®
Gary Sanson is the president and founder of Financial Voyages. He has continued to build a successful, family oriented practice specializing in retirement and estate planning for individuals and small-business owners. As a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of financial industry experience, Gary upholds an ethical standard to put his clients first.
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Steven R. Sanson, MSFS, ChFC®, MRFC, CFS®, RFC®
Steven Sanson brings 22+ years of financial industry experience to his role as the branch manager, managing partner and OSJ supervisor of Financial Voyages. He effectively explains clients’ options and offers unbiased guidance with independent product solutions while diligently monitoring his clients’ progress.
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Brian Hines, CLTC, CIS
Brian Hines is a registered representative of Financial Voyages who works closely with his clients in an advisory capacity and is committed to helping them define and achieve their financial goals. He offers over 12 years of financial industry experience with a unique history of working directly with clients in non-profit positions, specifically teachers and county and state employees.
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Dan Melville, MBA, CFS®
Dan Melville, Partner and Financial Advisor, is a registered representative of Financial Voyages who is passionate about helping his clients work towards and attain their personal and financial goals. This is achieved by providing honest and individually tailored solutions to his client’s financial challenges.
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Dan currently holds the Certified Fund Specialist® (CFS®) designation from the Institute of Business and Finance. He also holds his FINRA Series 7 and his FINRA Series 66 licenses. Finally, Dan holds life, accident and health insurance licenses. Dan graduated from Susquehanna University with honors while studying Finance and Economics, and later received his a Master’s Degree in Business Management from West Chester University.
Dan’s passion for helping others goes beyond his work at Financial Voyages. In his free time he enjoys volunteering at Perkiomen Township Fire Company where he serves the community as a firefighter. Dan was named firefighter of the year in 2007 and promoted to Lieutenant in 2016. Dan also participated in the Boy Scouts of America where he reached the rank of Eagle Scout, the highest honor for those involved in Scouting. Dan currently resides on 15 acres of preserved forestry in Limerick, PA.
As office manager and compliance coordinator, Kate works diligently to ensure exceptional client care and service, and stays informed on regulatory information to help keep the firm compliant. She also serves as marketing coordinator of Financial Voyages, striving to make all client related events, business functions, and educational classes a success.
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Carolyn Stull, FPQP
Carolyn currently oversees all Para planning activities. Carolyn contributes over 20 years of financial industry experience to the firm. She currently holds FINRA Series 7, 55, and 63 licenses, and recently added her Financial Paraplanner Qualified Professional designation. She earned a degree in business administration and has assisted top financial planners and traders from firms including Boenning & Scattergood, Radnor Trading, and Lincoln Investment Planning.
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Dorothy handles all term life, disability and long term care insurance, as well as setting up and monitoring direct and brokerage accounts. She is also responsible for assisting clients with rollovers, and executing the advisors’ recommended trades on all accounts. Dorothy earned her B.A. in History from Kutztown University and her M.A. in Holocaust and Genocide Studies from West Chester University. In her free time, she enjoys dancing, reading, visiting museums, and learning about different cultures.
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Nan oversees the bookkeeping, payroll and employee benefits for Financial Voyages. Though Nan’s job is largely behind the scenes, it’s no less an important piece to the functioning of our company. She is a graduate of Harcum Junior College with an Associate of Science degree, as well as Gwynedd-Mercy College with a bachelors degree in Health Administration.
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*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, please visit www.fivestarprofessional.com