Our Team
Jim has been the owner and President of BestVest since 1999. His experience in the securities industry dates back to 1981 and includes over 35 years in broker-dealer management, institutional and retail financial advisory services,...
Gresham has been with the firm since 2001 as Chief Compliance Officer. He is responsible for all facets of compliance and the day to day operations of the firm. Gresham has over 35 years of Industry Experience including managing Floor...
Denise is our agency and riskless principal trader who joined BestVest in 2001. She handles the firm’s equity, fixed income and option trading. Prior to BestVest, Denise had worked as a trader for numerous Philadelphia based...
Bill assists the firm with new investment product review and selection. He has been in the financial services industry for 40 years. His investment product knowledge includes a wide array of investment products from individual...
Jerry is a financial advisor and investment advisor representative with over 30 years of experience. He specializes in finding new companies with new and exciting products. In addition, Jerry is also licensed in Life, Health, Annuities...
Michael is the firm's Manager of Advisory Services, an investment advisor, and a firm principal. Michael has been with the firm since September 2014 but has worked in the industry since 2009. Michael is a trader and manager of the...
Kim graduated Bloomsburg University in 2016 with a bachelor’s degree in finance. She moved from Administrative Assistant for insurance licensing to the Operations Coordinator of BestVest. Kim is responsible for daily settlements...
Saralyn is a registered representative who assists in the firm’s daily operations. She joined the firm in 2018 and has been a valued member of the team. She holds a Series 7 and Series 63. Prior to BestVest, Saralyn graduated...
Bonnie joined the firm’s Operations department in 2020. She has over 10 years’ experience within the financial services industry and is in the process of attaining her Securities licenses. Bonnie earned a bachelor’s...