Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Cadence FORMula.
Prepare for retirement by putting your hard earned assets to work.
Retirement Income StrategiesWealth ManagementAnnuitiesInvestmentsIRA/Qualified Plan Rollovers
Protect the assets that can help you live out your life in retirement the way you always imagined.
Asset Protection StrategiesLife InsuranceTax-efficient StrategiesLong Term Care Strategies
Provide for the people and causes that you care about the most.
IRA Legacy PlanningCharitable PlanningDonor Advised Funds
to help provide insight, clarity, and direction to choose the right tracks for financial independence
Trusts Special Needs Trusts Wills Probate Charitable Giving Estate Planning Tax Planning
*These Professionals are not affiliated with Penn Financial Services LLC.
Founder and President
Michael J. Knaub (“Mickey”) began his career in the industry in 1985 with Penn Mutual Life Insurance as a life agent. He was also a residential services coordinator and oversaw the benefit plan for a facility with special...
For more than 15 years, Bernard worked in the engineering industry. His focus included problem solving, reviewing systems requirements/logic, and creating instructions to test equipment and products. He planned project schedules and...
Director of Client Services
Bridget Johnston joined Penn Financial Services LLC. in July of 2023 to act as Director of Client Services. Ms. Johnston is quickly establishing a dual career in both administrative work and the performing arts. She is a recent...