Tom Ambrose
President, CIO
Tom Ambrose is President of Ambrose Wealth Management a fee-only Financial and Retirement planning firm whose practice is based in West Chester Pa with offices in Chester and Delaware County Pennsylvania. Tom has extensive experience over his 35 years in practice providing retirement, business, investment, and tax planning advice. He has advised and guided hundreds of Executives, Retirees and Business Owners through many market corrections, 14 major tax law and reforms that included 2 devastating financial crises over his 3 decades in practice. Toms focus is on helping his clients save time, money and taxes whenever possible.
Tracy Goorland
Director of Client Services
Tracy has the most difficult and challenging job that include being responsible for overseeing the operations and compliance of the firm. With over 20 years of customer and client services experience within the health and wellness industries, Tracy brings with her extensive organizational skills, experience, a contagious personality and positive attitude that every successful advisory firm must have . Tracy is married to her husband Dave and has 2 children and lives in northern Wilmington Delaware suburbs.
Melissa Urbany
Marketing & Communications Director
Melissa is our newest team member and is responsible for the firms marketing, website and social media content that includes firm branding, advertising, public relations, seminars and client events. Melissa has come to Ambrose wealth management with 8 years of experience providing similar duties and responsibilities in the Philadelphia area legal community.
Sandy C. Ambrose
Director of Events and Business Development
Sandy is responsible for organizing private client and public events for the firm. Her duties include assisting Melissa Urbany with client communications. Her primarily responsible is coordinating new business development campaigns such as public and private educational seminars for the firm and also with other tax, legal, real estate, and business broker professionals in the Delaware Valley. Sandy is also responsible for assisting Tom who is Executive Director of and founding member of the Wealth and Business Planning Network of professionals that work with Tom and his clients. Sandy is married to Tom Ambrose and they have a blended family of 8 children and 4 grandchildren.
Linda Berger
Director of First Impressions
Linda has been in the position as office manager and receptionist for over 25 years. Her professional administrative and office management skills have contributed greatly to the success of all the professionals within the office while making our clients feel welcome and comfortable.