Scott Parry, AIF™
Scott received a bachelor’s degree in Finance from Kutztown University. With more than thirteen years of experience, Scott is widely respected as a leader in the field of financial planning and investment management. He began his career with Edward Jones before becoming a registered representative with LPL Financial and an advisor with Private Advisor Group. He holds his FINRA series 66 with LPL Financial and Private Advisor Group and series 7 with LPL. Scott, his wife Melissa and their three children reside in Bethlehem. He is an active member of the community and supports numerous charities. He enjoys culinary experiences, playing an occasional round of golf and coaching youth sports.
Jay Herrlinger, CFP, ChFC
Jay Herrlinger is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant®. Jay has over 23 years of experience in the financial services industry and currently holds the following securities registrations: Series 6, 7, 63 held through LPL Financial, Series 65 held through Private Advisor Group. He also holds Life/Health/Annuity insurance licenses.
Among his other accomplishments, Jay is a past board member for Upper Bucks Sertoma, Upper Bucks YMCA and Bucks County SPCA. He has also previously served as a member of the Finance Committees for Upper Bucks YMCA and Bucks County SPCA.
Jay proudly served in the United States Navy aboard the U.S.S. Cochrane and in the Intelligence Division for the Commander in Chief of the Pacific Fleet.
Edward Smith, CRPC®, AAMS®
Ed Smith has been in the financial services industry for 18 years, starting out with AG Edwards, then Merrill Lynch, and now happily with LPL for 7 years. He’s a listener who focuses on risk-balanced investment selection and management with financial planning for individuals, families, business retirement plans, and non-profits. In addition, Ed has been an EMT on 2 ambulance services, an EMT instructor, on National Ski Patrol, a member of the US Coast Guard Auxiliary, on many non-profit Boards supporting the blind, police & firemen, classical music and others, a competitive travel youth hockey coach for many years and hockey disciplinary Chair, and still teaches ‘Leaders Mindset’ classes to AAA hockey players. Ed lives in Louisville, CO with his beautiful wife of 36 years, has a son in Los Angeles who is a music recording engineer and a daughter in Denver who is a graphic designer. Ed is an avid golfer, fly fisherman, plays both 6 and 12-string folk guitars, and loves to run & read.
Eric J. Connors, CLU, ChFC
Wealth Advisor, LPL Registered Principal
Rick is native to the Lehigh Valley having grown up in Bethlehem. He earned his bachelor’s degree from Temple University and planned to continue his education by attending law school. Rick, however, became intrigued by the concept of comprehensive financial planning which was then developing as a new profession. In 1973, he contracted with Connecticut General entering an extensive 3-year educational training program to introduce this new concept to closely-held and family owned businesses and professional practices. After 10 years, he formed a partnership trading as Budman and Connors Associates that eventually became E.J. Connors Associates upon the retirement of Mr. Budman. Rick is happily married to Debbie for 46 years having 4 children and 13 grandchildren ages 7 through 25. Outside of Rick’s continuing education, professional training and service to so many good folks for 45 years, he has also invested his life to nurture a strong family unit and to cheerfully fulfill many leadership responsibilities within his local church since 1975. He enjoys outdoor activities, regular exercise and spending some “peaceful” time on the lake in Canada with his grandkids baiting hooks, losing lures, untangling fishing lines and camping under the stars …. making precious memories.
Mat has been in the financial services industry since 2016, starting as part of the wealth team at Citizens Bank in Greater Philadelphia before joining IWP. With his experience in a different facet of financial management and wealth practice, Mat contributes to the variety of perspectives on our team. The thing he most enjoys about his role in the financial services industry is cultivating close-knit relationships and seeing those that he works with manage their goals in all aspects of life. Mat holds his FINRA series 6, 7, and 63 through LPL Financial, his series 65 through Private Advisor Group, and his Life and Health Insurance licenses for the state of PA. Mat, his wife Brianna and their three children live in the Lower Macungie area and are actively involved in their church, Cedar Crest Bible Fellowship. Mat thoroughly enjoys spending quality time with his family, as well as a periodic round of golf.
Megan holds a bachelor’s degree in Finance from Penn State University. She is a native of Allentown and worked in the Lehigh Valley at her family’s various businesses before joining Integrity Wealth Partners in 2020. She holds her FINRA Series 66 with LPL Financial and Private Advisor Group and Series 7 with LPL Financial. She looks forward to building relationships with her clients to help them achieve all their financial goals so they can enjoy the “good things in life.” She has volunteered on the board of the Allentown Police Athletic League (PAL) for many years and is currently serving as Secretary. She is an animal lover and when not at the office Megan enjoys traveling, attending live sporting events, beach days, and trying new things.
Niko began his career in the financial services industry at Mass Mutual Greater Philadelphia following his graduation from American University. Niko brings a distinct prospective that is very driven and determined to provide the utmost value to his clients. Niko holds his Series 7 and 66 along with his PA Life and Health Insurance licenses. One thing you may not know about Niko is that he was a Division-I wrestler at American and his senior year was nominated as team captain. He enjoys spending his free time with his family and friends, as well as supporting locally owned businesses.
Director of Client Services (Sellersville office)
Diane recently joined Herrlinger Financial Group as an Administrative Assistant/Office Manager. Diane has worked in the financial services field since 1996. She previously worked in the banking industry for over 20 years, beginning as a teller and advancing to a Market Leader. During this time she became well versed in many areas of the financial industry. Her customer service background has made her a perfect fit for our office.
Diane lives in Hellertown where she loves spending time with her children and grandchildren. She enjoys spending time outdoors gardening, going for walks and going to the beach.
Director of Client Services (Allentown office)
Debi began her work at Integrity Wealth Partners in July of 2005. She is our office Notary Public. Her role also encompasses assuring client satisfaction by meeting all your needs when scheduling appointments, updating books and records, client mailings and compliance communication. She handles 529 and custodial accounts and tackles other special projects for the office. She and husband Barry have been married since 1986, and proud parents of two young adults, Kristi and Evan. Enjoying life in many ways, family and faith come first. She has been a recruiter for CROP Hunger Walk since 1995 and involved with the United Methodist Women since 2013 at Asbury Church. Spending time with her extended family and staying actively involved in her church community. Debi loves attending movies, dancing, and attending live local music events with her friends. Staying fit, gardening, and cooking healthy meals are key in her life.
As the operations manager for Integrity Wealth Partners, Joe works diligently to provide a meaningful experience for clients. He focuses on account services, maintenance, and management. He also is responsible for managing and processing financial requests for funds and deposits. Timely and accurate execution of client requests is of the utmost priority. Joe has vast leadership experience in multiple industries including education, corporate management, ministry, and project management. He has worked as a physical education teacher, manager for Target and Starbucks brands, and was the project manager for Café VIDA (a not-for-profit restaurant for his church). He has served as a stabilizing core in transition leadership, while building foundations and pathways to help organizations achieve their goals. Joe is currently working on obtaining his licensing moving forward. He has a Bachelor of Science from Houghton College, and resides in the Lehigh Valley with his wife and children.