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Our Team is (Y)our Team

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

William P. Lorenz CLU®, ChFC®, RICP®

President | CEO

610.792.3343 x404


William P. Lorenz, founder of Educators First Financial, 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®...

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William Sullivan

Financial Advisor

610.792.3343 x402


William Sullivan graduated Cum Laude from Temple University’s Fox School of Business and Management with a Bachelor of Business Administration. Prior to joining EFFPA in the spring of 2017, he was a Financial Advisor with PNC...

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Melissa Lorenz

Chief Operating Officer | Vice President of Client Happiness

610.909.7507 x403


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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Pamela Warburton

Executive Assistant

610.792.3343 x401


Pam has become an invaluable part of (y)our team since she joined Educators First Financial in the fall of 2013 as our Administrative Assistant. In a few short years, she helped to create and implement systems that keep our firm...

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Alex Patterson



For the summer of 2020, Alex will serve as EFFPA's first intern! He is a rising junior at Virginia Tech,...

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Client Centered

Client Centered

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.

Our team of professionals have decades of experience in financial services, specializing in the needs of public school employees. We look forward to working with you! 

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