Marian came on board in 2018 and brought with her over 15 years of experience as a dedicated professional administrative assistant. She enjoys meeting with the clients and welcomes the challenges of delivering great client service. Marian is a graduate of St. Anselm College in Manchester, NH. She has four adult children and three grandchildren whom she enjoys spending time with as well as the beach and visiting family in New England. She is also a New England Patriots fan but we hired her anyway.
Tara is our information technology consultant, responsible for improving clients’ contact and information processes. She is the daughter of Charles Welde. Tara works on special projects and brings a high level of versatility to her position. She prepares personal income tax returns, assists with social media, marketing and graphic design. She is a devoted Philadelphia Flyers fan and enjoys the Jersey Shore in her spare time.
Peter, a graduate of Saint Joseph's University, joined forces with The CP Welde Group in 2012 with a focus on personal income tax preparation services for our wealth management clients.
Frank started his career in the insurance industry after graduating from St. Joseph’s University. With over twenty-five years of experience, he uses his creative problem-solving abilities to generate wealth transfer solutions. Frank is active in numerous professional associations and is a lifetime member of the Million Dollar Round Table.
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