April 4, 2014


We are pleased to announce a new addition to Kohlhepp Investment Advisors. Todd Purring has been hired as our new Operations Manager. Todd has his Series 7 and Series 66 licenses and previously worked for 8 years at Lincoln Investment Planning, Inc. He graduated from West Chester University. He lives in Furlong with his wife Rebecca and his two sons Bobby and Joey. We look forward to a long and rewarding working relationship with Todd. Next time you speak to Todd, please welcome him.


We are also pleased to announce a new addition to our family. Mary Beth and her husband Marty welcomed a baby girl into the world on Tuesday, March 18th. Ella Sharon Roche was born at Doylestown Hospital at 11:08am. She weighed in at 7 pounds, 1 inch and was 20 inches long. Mary Beth, Marty and Ella are all doing well.


We look forward to welcoming Mary Beth back to the office in the summer. At that time, we will have our full team in place of Ed Sr., Ed Jr., Joann, Todd, and Mary Beth.


Kind Regards,

Edward J. Kohlhepp, CFP®, ChFC, CLU, CPC, MSPA

Edward J. Kohlhepp, Jr., CFP®, MBA





Please contact us whenever there are any changes to your financial situation, personal situation or investment objectives.