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Our Team is Your Team


Everyone at EFFPA is committed to supporting you in any way they can. We care about the dignity of every person connected to this firm, treating others with the same respect we seek for ourselves. Regardless of who you speak with, you can depend on friendly, knowledgeable, personalized service every time.

William P. Lorenz CLU®, ChFC®, RICP®

President | CEO

610-792-3343 x 4

610-792-3104

wlorenz@effpa.com

As EFFPA’s founder and President, Bill is a seasoned veteran of the financial services industry with a BS in Finance and Economics from Kutztown University. He earned his Chartered Financial Consultant (ChFC®), Chartered Life...
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William Sullivan

Financial Advisor

610-792-3343 x 3

610-792-3104

wsullivan@effpa.com

A 2003 graduate of Temple University’s Fox School of Business and Management, Bill began his career with PNC Investments. He joined EFFPA as a Financial Advisor in 2017 and holds his Series 7, 66, and Life, Health, and Accident...
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Pamela Warburton

Executive Assistant

610-792-3343 x 1

610-792-3104

pwarburton@effpa.com

In 2013, Pam joined EFFPA to assist with the many administrative tasks that would keep the firm running smoothly. In a few short years, she was charged with helping to create the systems and processes that would allow us to grow...
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Melissa Lorenz

Chief Operating Officer | Vice President of Client Happiness

610-909-7507 x 2

610-792-3104

mlorenz@effpa.com

Melissa (Missy) is responsible for managing the behind-the-scenes operations of Educators First Financial as Chief Operations Officer. She ensures that all planning and prioritizing continue to align with EFFPA’s goals, while...

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Our focus is on you.

Our focus is on you.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

As fiduciaries with decades of financial service experience, you can rest assured that your best interests will always come first.

We look forward to working with you!

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