At GMG Insurance we focus solely on insurance products but we often need to integrate various financial products for benefits administration and client support. Andrew and his team at Wharton have worked with GMG for the past 8 years. They allow us to streamline our customer’s needs on many different levels providing support for 401k and registered investment advisory services. Andrew presently maintains the following securities registrations with FINRA and the SEC: Series 6, 7, 24, 63, which are held at LPL Financial, and 65, which is held at Independent Financial Partners (or IFP). He has also earned the Accredited Investment Fiduciary (AIF) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. In his current capacity as the President of WhartonHill Advisors, Andrew’s practice has been nationally recognized for excellence* in providing the investment advisory and fiduciary consulting services that retirement plan fiduciaries require to meet their obligations. WhartonHill Advisors assists plan fiduciaries in developing, implementing and maintaining “best practice” procedures to manage all aspects of a qualified retirement plan. WhartonHill is a LPL – National Retirement Partners (NRP) member firm and Registered Investment Advisor. Andrew is a 1990 graduate of Franklin & Marshall College. He and his family reside in suburban Philadelphia. *401k Wire Top 300 Most Influential Defined Contribution Advisors in the United States. 2008, 2009, 2010, 2011
Pat joined GMG Insurance Agency and opened its first office on the West Coast in 2007 where he serves as Vice President. Pat began his career in Laguna Beach, working in sales for Miller Freeman publications, a trade show and magazine publishing company in the early 90s. After moving away from Orange County, he returned in 2003 where he worked with his father, Patrick Freeman Sr., at his Allstate Insurance Agency, which had been in business for almost 25 years at that time. It was the wildfires that hit Laguna Beach in 1993 that ultimately led Patrick to the insurance industry. His father’s Allstate office had 54 customers that lost their homes in the fires. It was seeing how well customers who were properly insured were taken care of that inspired Pat to join his dad. In October 2007, Pat decided he could better serve the local communities as an independent insurance agent, and opened the GMG Insurance Agency office in Laguna Beach where he lives. He enjoys cycling, surfing and many of the other activities Southern California has to offer. He is active in the local community as a member of the chamber of commerce and as an affiliate member of the Laguna Beach Board of Realtors.
Marybeth Snyder is Vice President of Employee Benefits at GMG Insurance. With thirty-five years of experience in the industry as consultant, entrepreneur and thought leader, Marybeth is considered one of the finest benefits specialists in the tri-state area.
Notable career accomplishments include serving as a group representative for companies like MetLife and Mutual of Omaha and managing the Philadelphia group office of CNA. In addition, Marybeth also formed Superior Benefit Plans in 1999, where she amassed a reputation for providing strategic goals of reducing costs, mastering regulatory compliance and improving employee satisfaction on benefit plans for her client companies.
Marybeth is working toward her Society for Human Resource Management Senior Certified Professional Designation. Human Resource consulting is a new service to assist GMG clients!
She is one of a select few national Fellows of the International Society of Certified Employee Benefit Specialist (CEBS) and brings her Quaker commitment of service to all the client work she completes.
Todd is driven to help all of his clients succeed to their fullest potential by helping them create, maintain and maximize their individual and corporate goals. His experience as a business owner, and working with major corporations allows Todd to provide a unique consultative value for his clients. Prior to his insurance career, Todd owned a Commercial Real Estate services company in conjunction with a family business. His responsibilities included coordinating ALTA/ACSM land title services and commercial/industrial zoning reports across the 48 contiguous states. He also conducted work for the Bank of New York, JP Morgan Chase, Ford, General Motors, General Electric, Exxon Mobil, Wawa, and several top ten law firms. During his career, Todd has traveled to more than 44 states and 27 countries. Todd is licensed in Life, Property & Casualty, Accident and Health Insurance. He attended Bloomsburg University, where he graduated with a B.S. in Finance and minor in Economics. When not working with clients, Todd enjoys competitive Jiu Jitsu and is an avid scuba diver.
Ryan is a licensed insurance producer who joined the GMG team in 2014. Ryan began his insurance career working in his family-owned insurance business, which has been in operation since 2004. With GMG, Ryan works principally in the Property and Casualty insurances including Personal and Commercial lines of business, recently adding Life and Health to his list of licenses. One of Ryan’s major assets is his emphasis on building customer trust, and he remains in close contact with his clients to ensure they are properly insured and aware of policy change opportunities. His main office is in Lambertville, New Jersey. Ryan is very active in the Bucks County area where he has resided for over 35 years. As an Eagle Scout, he has demonstrated his leadership and competence. His past governance roles have included sitting as the treasurer for Greater New Hope Chamber of Commerce, and New Hope Celebrates, a local nonprofit organization promoting regional tourism and recognition for the Lesbian/Gay/Bisexual/Transgender populations. Ryan is committed to contributing and is consistently taking part in organizations giving back and sharing his expertise with the local community. You will find when you are working with Ryan that he is timely, professional, and committed to customer service. He will work diligently to find you the best policy to protect your most valuable assets either in your personal life or for your business. In his free time, Ryan enjoys biking, traveling, being outdoors and involvement in local politics.
Greg has been a licensed insurance producer working for GMG Insurance Agency since 2009, where he became a part of the GMG family and obtained his license in Property/Causality and Health, Life and Fixed Annuities. Over the past several years, Greg has specialized in personal lines, but has recently expanded into commercial lines to address the insurance needs of businesses. Greg prides himself on making sure he is in constant contact with his clients and providing coverage for their most valuable assets. Since graduating from Central Bucks High School East in 1989, where he was the MVP of the high school football team, Greg has worked in fields that focus on building relationships where trust must be earned and knowledge must be shown, before business can be done. After teaching fourth grade in Centennial School District and coaching high school football, Greg had the opportunity to be a part of a family business where he began to learn the necessary skills to become successful in the business world. After becoming manager of the business and managing over 10 employees, Greg looked for a new challenge. He wanted to work with a company that shared his beliefs in building long-term relationships with its clients, and at the same time maintained a strong network of support within – GMG was a perfect fit. Greg graduated from Temple University in 1996 with a degree in Elementary Education. Today, he lives just north of Doylestown with his wife, Morna, and their three young girls. He plays the guitar, enjoys golf, and spending time with his girls.
Rich has worked with GMG for the past 4 years integrating health and Property & Casualty into his business practices. He can streamline clients’ needs on many different levels providing this additional support from his 401k fiduciary advisory services. Rich presently maintains the following securities registrations with FINRA and the SEC: Series 7, 63 which are held at LPL Financial, as well as Life & Health. Rich joined WhartonHill in November of 2013 after spending the previous 20 years at Charles Schwab. He held various positions at Schwab from the Financial Advisor role to most recently managing multiple branches in the surrounding areas of Philadelphia, PA and into central NJ. In his current capacity he is focusing on the retirement and health benefits marketplace. He is a 1991 graduate of Rider University where he received a Bachelor of Science degree in Finance. Rich and his family reside in suburban Philadelphia.