Meet the Golden Wealth Management Team
With decades of combined experience, we combine our talents and passion to create a cutting-edge, socially impactful investment experience.
Patrick began his career in financial services with First Eastern Bank in the late seventies.
He joined Thomson McKinnon Securities in 1986. Patrick worked side by side with his father, Charles, for 15 years. Charles, a 45 year veteran of investment and financial services in Wilkes-Barre, PA, retired in 2001.
In 2004, Patrick was joined by his son, Corey, a CFP and Managing Director of Golden Wealth Management, continuing the tradition of father-son mentorship.
“Having the opportunity to work in partnership with both my father and son has been a remarkable joy. I have an abiding appreciation of the many memories of clients and colleague relationships,” Patrick says.
Patrick looks forward to continuing serving our clients and our community, providing sound counseling, investment choices, and personalized service.
When not working to assist clients and building relationships in the community, Patrick enjoys spending time with his wife, Ann Marie, their four children and seven grandchildren.
managing director, cco & FINANCIAL PLANNER
Corey has always had an entrepreneurial drive and vision. With the creative energy of an artist, the analytical numeracy of an accountant, and the heart of a poet, he takes his responsibility to his clients seriously and works to earn the trust they place in him. As Managing Director of Golden Wealth Management, Corey uses his industry experience and the connections he’s built at national firms over the past decade to lay the foundation for something wonderful in Wilkes-Barre, PA.
Corey lives in West Pittston with his wife Nicole and their four children, Amelia, Patrick (the second), Jack, and Sara.
Lisa started her journey in financial services answering phones and sorting mail. Slowly learning the ins and out of Operations, she soon transitioned to greater responsibilities, becoming well versed in cashiering, new accounts and order room procedures while assisting Branch Managers and Operations Managers in the day to day running of each office she has been a part of.
Lisa has built a solid reputation of being hard working, dependable and, above all, making sure your first impression is a positive one.
In most brokerage offices, Operations associates work in what is commonly referred to as “The Cage”, named so because you are usually separated from the rest of the office and are welcoming visitors and clients through a glass partition. The atmosphere at Golden Wealth Management is nothing like the sterile, cubed off office buildings that Lisa has worked in over the years. There are no cages and no closed door offices, just a grand old home with beautiful woodwork and comfortable meeting spaces to welcome our clients and visitors.
Lisa lives in Mountain Top with her husband Rob. They spend their time hiking, remodeling and spoiling their pets, Rex, Nova and Rooney.
In his youth and early adulthood, Joseph enjoyed a career as a national-class runner specializing in the 5000 meters.
In his mid twenties, he concentrated on his post-secondary education, earning a BA from Assumption College in Worcester, Massachusetts, and a MA in Psychology from Antioch New England University in Keene, New Hampshire.
A 19-year veteran of three Wall Street firms, Joseph brings to Golden Wealth Management his expertise of psychology, client development and portfolio management.
Joseph lives in Shavertown, Pennsylvania, with his wife Lisa and their two daughters, Caitlin and Alexandria.
Erin brings 10+ years experience in marketing, design and brand management. Her focus is to creating delightful and memorable experiences for our clients.
Her educational background focused on communication design & marketing. Passionate about life long learning Erin is continuing her education in user experience and interior design.
Erin loves a good Netflix binge, true crime podcast and traveling. She resides in Forty Fort, Pennsylvania with her partner Amos and the worlds cutest kitties.