Special Needs Resource Team
We work with clients to bridge the gap between community, government and long term supports. We assist with obtaining federal and state benefits including waivers and Social Security. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire.
Our areas of expertise include:
- Strategies for funding a special needs trust
- Government benefits and eligibility
- Finding the right attorney
- Planning a "three-person retirement"
- Multigenerational wealth management
- Advanced insurance planning
- Investment Advisory Solutions*
- Tax planning strategies for special needs situations
Meet the Team
Pat Bergmaier, CFP®, ChSNC™
Chartered Special Needs Consultant™
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Pat is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a passion for working with families. His knowledge and expertise allows him to develop comprehensive and holistic financial plans for his clients that provide the framework for making financial decisions that will help achieve their lifetime and legacy planning goals.
Pat is also a Chartered Special Needs Consultant™ (ChSNC™) This designation has provided Pat with the knowledge to address the unique circumstances and requirements of planning for individuals with special needs, a core focus of his practice. Pat received his Bachelor’s Degree in Finance from Albright College in Reading, PA and holds his FINRA Series 7, 66, 63 & 6 Securities Licenses. Pat began his career in the financial services industry in 2005 after a successful baseball career at Albright where he was awarded Conference Player of the Year during his senior season.
Prior to joining 1847Financial, Pat partnered with the MetLife Center for Special Needs Planning where his passion for working with the special needs community began. He is a board member of the Timothy School in Berwyn, PA which is devoted exclusively to teaching students with autism. He is involved with supporting many special needs organizations such as Ascend – the Asperger and Autism Alliance of Greater Philadelphia, Autism Cares Foundation, Down Syndrome Interest Groups, and PLAN of PA.
In his spare time, Pat enjoys working out, golfing, reading and spending time with his family. He resides in Downingtown, Pennsylvania with his wife Amy, daughter Lily and their mini‐dachshund Dasher.
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Joanna is passionate about her clients and partnering with them to identify their evolving needs and financial objectives. Committed to building and implementing custom solutions that will help them achieve their financial goals through all of life’s stages; she is steadfast in building long-term relationships with her clients and providing an exceptional level of client service.
Growing up with siblings affected by Down syndrome and mental illness has offered Joanna the ability to extend her services into the special needs community. Joanna is keenly aware of the unique challenges involved in caring for loved ones with special needs, as well as the specialized planning process necessary to ensure a secure financial future for those living with physical and/or mental disabilities.
Joanna joined 1847Financial in 2015 as a Financial Advisor with MWealth Advisors. Ten years of experience in the financial services industry has molded her into the knowledgeable, organized and client-focused financial advisor she is today. Joanna received her Bachelor’s degree in Biology from Gwynedd Mercy University, where she was involved with Harmony Theater, a performing arts program that enriches the lives of adults with developmental disabilities. She currently holds a Life, Accident and Health License, FINRA Series 6, 63 and 65 Securities Licenses and is active in Women in Insurance & Financial Services (WIFS) Philadelphia/Tri-County.
Caring for a sister with Down syndrome introduced Joanna to the Make-A-Wish Foundation and Special Olympics, two organizations that she supports and holds dear to heart. Joanna is a member of Achilles International – Philadelphia Chapter, an organization enabling people with all types of disabilities to participate in mainstream running events, ultimately bringing hope, inspiration and joys of achievement to all. Joanna resides in Blue Bell, Pennsylvania with her daughter Lillian.
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Isidore has built a growing client base, serving the needs of young professionals building their financial portfolios to business owners managing risk. As a financial advisor for 1847Financial, he helps identify and implement financial strategies that uniquely address client concerns, putting them on the right path to meeting their personal and professional financial goals. Isidore received his Bachelor's Degree in Business Administration from Temple University in Philadelphia, PA, and holds his FINRA Series 7 and 66 Securities Licenses.
With over 10 years of experience in the restaurant and food industry, Isidore is also a board member of the PA Restaurant and Lodging Association, Brandywine Chapter. Isidore was originally from Republic of Benin, West Africa, and arrived in the United States in 1999. In 2003, he was selected to be a member of the Benin National Judo Team, participated in the 2004 African Championship and the Olympic trials, and won the 2005 Gold Medal at the American-Canadian Judo challenge in Buffalo, New York.
Today, he currently resides in Philadelphia, Pennsylvania, with his wife Katherine. In his spare time, Isidore enjoys traveling, training for Judo competitions, golfing and watching movies.