Isidore Ogoussan, CFP®,ChFC®
Financial Advisor
610-792-3104
How does someone who was born and raised in West Africa end up working as a financial advisor in the United States? Isidore’s passion for Judo presented him with the opportunity to travel to the U.S. to compete as an Olympic hopeful....
Pamela Warburton
Executive Assistant
610-792-3104
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...
Grant Holdren, CFP®, CLU®
Financial Advisor
Grant is the President of Allied Financial Advisors, LLC. He has helped clients in the financial services industry since 2003 and is a four-time winner of the Five Star Wealth Manager award. Grant met his wife, Jennifer, at the...
Christopher J. Lyman, CFP® ChFC®
Certified Financial Planner™ | Chartered Financial Consultant®
Chris is a financial planner at AFA, helping clients navigate the complexities of their finances and providing guidance to help them move forward with confidence. Chris graduated from Monmouth University in 2009 with a degree in...
Linda Roth
Vice President of Operations
Lauran Parson
Client Service Manager
Lauran is the Client Service Manager at AFA, where she oversees client support operations and helps to ensure a seamless client experience. A graduate of Bucks County Technical High School, Lauran completed the early childhood...
Carly Pannella
Marketing Coordinator
Carly is the Marketing Coordinator at AFA, bringing creativity, strategic thinking, and an eye for detail. She coordinates all forms of client communication to ensure that every message is clear, timely, and relevant. With a bachelor’s...
Jean Walton
Client Service Professional
A partnership that just makes sense
In 2025, Educators First Financial proudly partnered with Allied Financial Advisors (AFA), marking an exciting new chapter for both organizations and - most importantly - the clients we serve. The partnership strengthens our shared mission of providing trusted, high-quality financial guidance while expanding the resources available to our clients. To learn more about AFA and the newly expanded EFFPA team, please click the link below.
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!