Everyone on the Spring Ridge team is committed to enhancing your life, whether you need guidance on investments, an attentive audience for your challenges, or just a warm smile to set the tone for your day.
VIRGIL KAHL, CPA, CFP®
President & Owner
Virgil Kahl, CPA, CFP®, is president and owner of Spring Ridge Financial Group, LLC. Virgil joined Spring Ridge in 2002, and she quickly earned her CERTIFIED FINANCIAL PLANNER™ certification and holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®. She has been a licensed CPA since 1990. Virgil was named a Best in State Advisor in 2019* by Forbes magazine. She also holds life, annuity, accident, and health insurance agent appointments in multiple jurisdictions.
Since partnering with Commonwealth in fall 2017, Virgil has established herself as one of the firm's top five advisors in production. Prior to her affiliation with Commonwealth, she was the top-ranking female advisor in production among the four broker/dealers owned by National Planning Holdings. Virgil’s practice offers various solutions for her clients, including actively managed investment portfolios, brokerage accounts, 401(k) consulting, and retirement and personal financial planning. Her practice is primarily fee-based.
Prior to joining Spring Ridge, Virgil spent eight years as the director of financial services at Bethany Children’s Home. At Bethany, her responsibilities included evaluating the investments in the Home’s endowment and pension funds, analyzing estate and trust bequests made to the Home, and overseeing the Home’s financial reporting. Virgil started her career in public accounting with Ernst & Young and Kuntz Lesher. Virgil graduated from Bloomsburg University, where she earned a BS in business administration/accounting and management.
In addition to providing investment and retirement planning advice for individuals and small businesses, Virgil also hosts a weekly live radio show, The Money Doctor, each Tuesday at 6:00 P.M. on 830 AM WEEU. Most important, Virgil is the proud mother of a daughter and son.
*The 2019 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 30,000 advisors were considered, and 3,500 (~11.6 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
Dawn Schmehl is the team’s official greeter and has been with Spring Ridge since 2014. No doubt you’ll notice her warm welcome the moment you enter the Spring Ridge offices. She handles scheduling for our group and offers administrative support whenever needed. On weekends, Dawn can be found in her kitchen baking and cooking for friends and family.
Chris Mueller, CFP®, CPA
Advisor and Financial Analyst
Chris Mueller, CFP®, CPA, is an advisor and financial analyst with Spring Ridge. In these capacities, Chris is responsible for developing retirement and financial plans for new and existing clients, supporting the research efforts of the company, and compiling custom analytics for the varied projects arising in the office.
Prior to joining the firm in October 2012, Chris worked for three years as a tax senior associate with PricewaterhouseCoopers. His engagements included tax compliance and consulting services for clients in the wealth management and nonprofit sectors.
Chris received his BBA and MS in accounting from the University of Notre Dame. He maintains his FINRA Series 7 and 66 securities registrations, certified public accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, and insurance licenses.
Chris and his wife, Kathleen, are approaching their five-year anniversary in May 2019. They are blessed with two young, very energetic boys, Christopher and Patrick. Chris enjoys spending time with his family, trying new IPAs, and staying fit enough to one day complete an Ironman triathlon, climb Mount Kilimanjaro, and raft through the Grand Canyon.
Pamela Sutliff has been with Spring Ridge Financial Group since 2002. Graduating with a BS in math, she gradually found herself drawn to the accounting and financial services industries, starting out as an actuarial analyst and tax preparer before joining Spring Ridge and earning her FINRA Series 7 and 63 securities registrations. Pamela is quick to point out that she enjoys her job and the relationships she’s formed with clients over the years, and she prides herself on service, helpfulness, and accuracy.
Married for 29 years, she and her husband, Bob, have a son, Sam, and a daughter, Claire, and they all adore their dog, Mario. She loves her awesome family and counts among her “likes” practicing yoga, kayaking, walking and hiking, gardening, and savoring crisp fall weather, pumpkin spice lattes, potato chips, red wine, all kinds of salads, icing without cake, and traveling. Memorable trips include Riviera Maya in Mexico, Las Vegas, the Grand Canyon, Phoenix, and Florida.
Lori Brennan joined Spring Ridge in April 2014. Lori is responsible for all operational client service needs, initial prospect interviews, and office workflow. She has 33 years of experience in the financial industry, including time with Morgan Stanley as a financial assistant and complex service manager, and Vanguard Brokerage Services. Lori graduated from Albright College with a BS in applied psychology and organizational behavior, and she holds FINRA Series 7 and 63 securities registrations.
For fun, Lori enjoys spending time with her husband and family, taking road trips around the country, and visiting Major League Baseball parks.
Angela Alexander has been with Spring Ridge since 2001 and has worked in the financial services industry since 1993. Angela is an indispensable hand with much of the paperwork that keeps the company humming, including accounting, payroll processing, and financial reports. Above all, she relishes the time she spends talking with clients. Angela has her associate’s degree in accounting/management and has been a licensed notary since 1994.
When not working, Angela shares her life with her husband, Chuck; their adorable pups, Frank (a pug) and Brayden (a beagle-Boston mix); her nephews, Nathaniel and Joshua; and her niece, Emersyn. She and her husband love being near the ocean and especially enjoy going on cruises together.
Robin Pysher graduated from Bloomsburg University with a bachelor of science in finance. Prior to joining Spring Ridge Financial Group, Robin worked for 10 years at J.P. Morgan in its loan capital markets, servicing credit agreements for Fortune 500 companies. As much as she loved her career, she decided to leave the workforce to stay home with her three daughters. When the opportunity arose in 2014, Robin was eager to join the Spring Ridge family. She has been a spirited member of the team ever since and prides herself on providing excellent customer service and creating a high degree of client satisfaction.
Robin and her husband, Jeff, live in Kennett Square with their daughters, Emily, Erin, and Lily. Most of her free time is spent with family and friends, and she also enjoys reading, cooking, and traveling.
Joseph Periandi, CPA
Joseph Periandi, CPA, joined Spring Ridge in 2018. He brings 25 years of tax accounting experience to Spring Ridge, including 11 years as a sole practitioner and 14 years as a partner with C. Malcolm Smith & Company and Kuntz Lester. Joe is a graduate of Albright College and maintains his FINRA Series 65 securities registration and certified public accountant (CPA) certification. He is also a member of the Pennsylvania Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.
Joe has been a treasurer for many local organizations over the years, including the Alert Berks County Crime Stoppers program and the Shillington Rotary Club, and he spent time as an adjunct instructor in tax at Albright College. His community involvement also extended to his membership in the P.I.A.A. Umpires’ Association and the American Legion Umpires Association, interscholastic groups that strive to shape the lives of students by encouraging exercise through competition, while reinforcing the critical fundamentals of fairness.
Florentina Ungurean joined Spring Ridge in 2016. She is responsible for servicing clients, processing paperwork, and calculating required minimum distributions. Before joining the firm, Tina spent 11 years in the corporate banking industry. She holds a BS in information technology, as well as FINRA Series 7 and 63 securities registrations.
Her son, Lucas; daughter, Makayla; and four-year-old Yorkipoo, Rocky, keep Tina busy and smiling in her off hours. She enjoys tennis, running, long walks, and—believe it or not—cleaning her house. She spends considerable time volunteering at her church in some capacity, a habit she developed in childhood and still embraces as one of the best ways for her to serve and help others.
Bridgid Good is an enthusiastic member of the Spring Ridge team who brings her considerable service skills to preparing meeting reports, assisting in compliance matters, and helping our advisors with any work necessary to assist our clients. She holds a BA in political science and a JD from Temple Law.
When not at work, Bridgid finds herself the lone female in a home that’s made lively by four males: her husband, Kevin, two sons, Logan and Aidyn; and a very fluffy black and white cat named Oreo. She is a passionate and voracious reader of all genres and subjects, as well as an amateur knitter. She stays active through hiking, biking, traveling to new destinations, and spending time with family and friends.
Maria Boylan joined Spring Ridge Financial Group in 2014. She assists the team with maintaining and updating client data and supports office operations. Prior to joining our team, Maria worked in social services with young children, as well as adults with special needs. She holds a bachelor of education and instructional II from Penn State University.
Maria and her lovely husband, Jim, have been married for 16 years. She has two adult children, Megan and Andrew. Along with enjoying time with family, Maria hikes, bikes, crochets, and gardens. And each year, she and her husband participate in the Susan G. Komen Breast Cancer 3-Day event, walking 60 miles in three days in support of research for a cure. They’ll set off on their 13th walk in 2019.