William P. Lorenz CLU®, ChFC®, RICP®
President | CEO
610-792-3104
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...
William Sullivan
Financial Advisor
610-792-3104
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...
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...
Melissa Lorenz
Chief Operating Officer | Vice President of Client Happiness
610-792-3104
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...
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!