Lennon Morgan is a Client Associate at The Princeton Group. Hired in early 2025, Lennon is beginning what he believes will be a long career in finance, aiming to provide quality service to his clients and coworkers that improves year over year. Lennon graduated from the University of Delaware in 2022, with a Bachelor’s Degree in Finance and a minor in Economics. Since then, he has been accumulating diverse work experience and further strengthening his communications skills.

Lennon is a driven individual who loves to work with people. Outside of the office, Lennon enjoys spending time with friends, going to the beach, watching sports, playing golf, and lifting. Looking ahead, he is eager to make an impact in the lives of those around him, honing his expertise and his friendships to bring about positive outcomes in his life and work.

Success in life is determined by where you finish, not where you start. 

David’s 40-year industry tenure is a perfect example of this adage. He started as a stockbroker for Dean Witter Reynolds after graduating from Ursinus College with a degree in economics. 

Several years later, a deeply spiritual experience forced him to reevaluate his career, leading him to invest his efforts with greater purpose: helping people understand and reach their financial goals.

Invaluable Experience  

David’s longevity means he has been through many market booms and busts. For any investor, that type of professional experience should inspire confidence.

But just as important—and potentially overlooked—is his life experience.

He has lived through most of the same major milestones his clients have or will experience: Getting married, buying and selling homes or investment properties, saving for his children’s education, handling his parent’s estates, executing strategies to keep taxes in check, preparing for retirement and creating estate planning strategies.

His “been there, helped with that” mentality, along with his extremely relatable personality, nurtures the confidence clients need when making major financial decisions.  

Educating and Celebrating  

Caring. To David, this is his number one responsibility. It also happens to be his favorite part of his career.

Educating clients, making sure they understand every potential pro, con or risk. These are the conversations he looks forward to most, because these can have the power to change a client’s life. And you can count on him to celebrate with you as each goal is met.  

Outside the Office  

David is actively involved in his Church and the Christian Business Community. He had been active in building homes for the poor in Guatemala and previously served on the Board of Directors for a Community group in Haiti.

Dave is the proud parent of three children, the oldest adopted from Guatemala and the youngest from China.


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Robyn has always worked for a cause.

After graduating from Penn State, Robyn started her career in the medical field. When her life’s plans changed, she made the natural choice to continue her mission of making lives better, this time as a financial advisor.

The transition from Healthcare to Financial Management made sense because the roles are similar. Both involve difficult conversations. Both require complete two-way honesty. And both focus on well-being. Only instead of her clients’ physical health, she’s now focused on improving their fiscal health.

Facing Forward

Like many others, student loans have shaped Robyn’s relationship with money. In fact, before her career in finance, Robyn researched and created a plan to pay off her student loans which is partially responsible for sparking her all-consuming interest in helping others face their financial future with confidence and a tailored, well thought out plan—from young entrepreneurs to those well into their retirement.

Robyn understands the importance of taking a forward-looking approach to preparing for what’s to come. That means getting into the weeds of current events, the political landscape, industry trends, product offerings, and how they influence each other. 

She is a huge proponent of technology, always utilizing the firm’s compliance-approved platforms and technology offerings to better serve her clients and deliver crucial information in a highly personalized, timely way.

Outside the Office

True to her philanthropic nature, Robyn is an active alumna of the Chi Omega Fraternity. She found her passion to help other women while serving as chapter President during her time at Penn State. She is also a member of Soroptimist International of Indian Rock, a global volunteer organization that provides women and girls with access to the education and training they need to achieve economic empowerment. Robyn is also passionate about mental health awareness and suicide prevention. 

Robyn is a self-described foodie who enjoys exploring restaurants and trying new foods with her friends and family. She’s also no stranger to leading an active lifestyle by traveling, running, doing just about anything outdoors, and practicing yoga and pilates when she gets the chance.

Colleen was taught the value of financial independence at a young age from her father. Now as a financial advisor, Colleen stresses the importance of building a strong financial foundation.

From establishing emergency funds as early as possible to taking advantage of employer-plan matches, she believes in empowering her clients through financial education, providing the tools necessary for all of her clients to feel confident, comfortable and prepared to achieve their aspirations. 

Taking Emotion Out of Money

Every stage of life comes with its own emotional energy, from building assets during working years to the excitement of retiring—even the potential worry surrounding one’s estate. 

Colleen’s calming presence and thoughtful process are fundamental to creating rational plans for where her
clients are in life.

Her completion of the highly accelerated CERTIFIED FINANCIAL PLANNER® certification from Temple University informs recommendations that are steady, practical and easy to understand.

Proper Planning Prevents Poor Performance

Deliberate, thorough action has to be delivered for a plan to succeed. Colleen’s dedication to understanding her clients’ situation and goals translates into a plan for the life her clients want to live.

After all, actionable advice comes from accurate information. Colleen’s masterful communication skills ease any intimidation clients might feel, allowing them to open up and talk about their situation without judgement.

Outside the Office

Colleen is a Mountaineer from West Virginia University, where she graduated Summa Cum Laude. She served as her sorority’s President, which she continues to volunteer through the Chi Omega Philadelphia Alumnae Association as the chapter’s Treasurer. She also gives back to her community as a member of Soroptimist International, a women’s organization devoted to providing resources to promote education and social empowerment. 

Colleen enjoys experimenting with different recipes, traveling to new places, and spending time outside running, hiking or golfing. 

California Insurance License Number 4314567  Resident State PA

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Robyn has always worked for a cause.

After graduating from Penn State, Robyn started her career in the medical field. When her life’s plans changed, she made the natural choice to continue her mission of making lives better, this time as a financial advisor.

The transition from Healthcare to Financial Management made sense because the roles are similar. Both involve difficult conversations. Both require complete two-way honesty. And both focus on well-being. Only instead of her clients’ physical health, she’s now focused on improving their fiscal health.

Facing Forward

Like many others, student loans have shaped Robyn’s relationship with money. In fact, before her career in finance, Robyn researched and created a plan to pay off her student loans which is partially responsible for sparking her all-consuming interest in helping others face their financial future with confidence and a tailored, well thought out plan—from young entrepreneurs to those well into their retirement.

Robyn understands the importance of taking a forward-looking approach to preparing for what’s to come. That means getting into the weeds of current events, the political landscape, industry trends, product offerings, and how they influence each other. 

She is a huge proponent of technology, always utilizing the firm’s compliance-approved platforms and technology offerings to better serve her clients and deliver crucial information in a highly personalized, timely way.

Outside the Office

True to her philanthropic nature, Robyn is an active alumna of the Chi Omega Fraternity. She found her passion to help other women while serving as chapter President during her time at Penn State. She is also a member of Soroptimist International of Indian Rock, a global volunteer organization that provides women and girls with access to the education and training they need to achieve economic empowerment. Robyn is also passionate about mental health awareness and suicide prevention. 

Robyn is a self-described foodie who enjoys exploring restaurants and trying new foods with her friends and family. She’s also no stranger to leading an active lifestyle by traveling, running, doing just about anything outdoors, and practicing yoga and pilates when she gets the chance.

Lennon Morgan is a Client Associate at The Princeton Group. Hired in early 2025, Lennon is beginning what he believes will be a long career in finance, aiming to provide quality service to his clients and coworkers that improves year over year. Lennon graduated from the University of Delaware in 2022, with a Bachelor’s Degree in Finance and a minor in Economics. Since then, he has been accumulating diverse work experience and further strengthening his communications skills.

Lennon is a driven individual who loves to work with people. Outside of the office, Lennon enjoys spending time with friends, going to the beach, watching sports, playing golf, and lifting. Looking ahead, he is eager to make an impact in the lives of those around him, honing his expertise and his friendships to bring about positive outcomes in his life and work.

Bill Lewis is a Managing Principal and PIM Portfolio Manager with Lewis, Litwinsky & Associates of Oxford Harriman & Company, Wells Fargo Advisors Financial Network. He started his career in the financial services industry at Merrill Lynch Wealth Management in 1986 and joined Wells Fargo Advisors Financial Network in November 2020.

Bill received a Bachelor of Arts degree and a Master of Business Administration degree from Wilkes University, a Master of Science degree in Financial Services from the American College of Financial Services, a Master of Arts in American History from Pace University, and holds a Master of Public Administration and a Doctor of Arts degree from Lehigh University. Professionally, Lewis is a Certified Financial Planner® Certificant, awarded by the CFP® Board of Standards, Inc. He has earned the Chartered Financial Consultant® designation, the Chartered Life Underwriter® designation, and the Chartered Advisor in Philanthropy® designation from The American College. He also holds the Chartered Retirement Planning Counselor℠ and the Chartered Retirement Plans Specialist℠ designations from the College for Financial Planning. He holds the Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers. Additionally, Bill holds his Series 7, Series 24, Series 63, and 65 securities registrations, as well as his PA Life and Health Insurance Licenses.

Currently, Bill is a Commissioner of the Pennsylvania Historical and Museum Commission, a Board Member of the Hollenback Cemetery, a member of the Board of Directors of the Academy of Certified Portfolio Managers, and as a Trustee of the Luzerne County Community College. Previously, he served on the national Board of Governors of The American Red Cross; on the National Advisory Council of the Center for the Study of the Presidency; on the national Board of Family Service America; is a Past President of the Luzerne County Historical Society; a Past President of the Family Service Association of Wyoming Valley; a Past President of St. David’s Society of Wyoming Valley; a Past Chairman of the Wyoming Valley Chapter of the American Red Cross; and a Past President of the Northeast Chapter, Sons of the American Revolution.

Bill received the Rose Brader Community Service Award from the United Way of Wyoming Valley and was awarded the Clara Barton Honor Award for Meritorious Volunteer Leadership from The American Red Cross. He has served as an adjunct professor at Wilkes University and as an adjunct faculty member at King’s College.

Bill is married with four grown children and resides in Pittston, PA.

The 1997 Rose Brader Community Service Award by United Way of Wyoming Valley was bestowed by United Way of Wyoming Valley as a result of community efforts, unrelated to the business of the firm.

The 2002 Clara Barton Honor Award for Meritorious Volunteer Leadership by The American Red Cross was bestowed by The American Red Cross as a result of community efforts, unrelated to the business of the firm.

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Lori Piazza-Timchack is an Assistant Vice President and Senior Financial Advisor with Wells Fargo Advisors Financial Network with Lewis, Litwinsky & Associates of Oxford Harriman & Company. Lori began her career in the financial services industry at Merrill Lynch, Pierce, Fenner, and Smith in 2003 and joined Wells Fargo Advisors Financial Network in 2021.

She developed bookkeeping and business management skills from a young age, working with her Dad and managing his business. She began her career in the Financial Services industry in Operations and then moved on to a Registered Senior Client Associate at Merrill Lynch, serving clients in those roles for 17 years. She established additional experience with Raymond James Financial and Jacobi Capital Management. Lori has a strong background in client services and strengthening client relationships. She is highly organized, and her attention to detail is unparalleled. Lori holds FINRA series 7, 66 and securities registrations along with her Pennsylvania State Life & Health Insurance License.

Lori was born in New Jersey and moved to Northeastern Pennsylvania in 1988. She is the proud mom of her daughter, Jessica. Lori resides in Laflin, Pennsylvania with her husband Rick. Lori is an active member of Corpus Christi Parish in West Pittston. In her spare time, she enjoys cooking, reading, gardening, spending time at the shore, and spending time with her two adorable Dachshunds. If Lori has any time free left, anyone who knows Lori will tell you she can usually be found organizing something around the office or in her home.

Watch Richard's video "Retirement Planning"

Watch Rick's video "Freedom & Control"