A Culture of Caring
We serve humbly, bringing knowledge and perspective to the table when you need it most.
Gregory Frank, CPA, CFP®
Director of Financial Analytics
Financial Advisor
[email protected]
610.743.3484 x 102
Christina Ulrich, CFP®, AIF®, CPFA™
Associate Advisor
Insurance Specialist
[email protected]
610.743.3484 x 101
Virgil Kahl, CPA, CFP®
President & CEO
Investment Advisor
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 as one of Barron's Top 100 Women Advisors in 2021, Barron's Top 1,200 Financial Advisors in 2021, Forbes' Best-in-State Wealth Advisors in 2021, Forbes' Top Women Wealth Advisors in 2021, and Financial Times' 400 Top Financial Advisers in 2020. 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 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.
Virgil is very involved with the local community. She serves as the Treasurer of St. Francis Home, a non-profit that provides comfort care to the terminally ill regardless of their ability to pay, and also serves on the board of directors of AAA Reading-Berks and is a member of the Berks County Power of the Purse which functions to support and improve the lives of local women and children. She provides financial support to Hannah’s Hope Ministries which helps homeless mothers with children in Reading, PA as well as the Reading Musical Foundation which provides music scholarships by audition and in response to financial need.
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.
Gregory Frank, CPA, CFP®
Director of Financial Analytics
Financial Advisor
Gregory Frank, CPA, CFP®, is responsible for developing financial analytics, reporting, and monitoring capabilities to facilitate effective investment and financial planning decisions for our clients. Prior to joining Spring Ridge, Greg spent more than eight years working at KPMG, one of the Big Four public accounting organizations, where his experience primarily involved developing and deploying data and analytics solutions for Fortune 500 companies to help generate valuable insights and solve complex business problems. Greg graduated from Temple University, where he earned a BBA in accounting. He has been a licensed certified public accountant (CPA) since 2014 and holds his CERTIFIED FINANCIAL PLANNER™ certification along with FINRA Series 7, 63, and 65 securities registrations.
Greg enjoys spending time with his wife, Gail; two teenage stepdaughters, Adara and Marisa; energetic toddler son, Gavin; and new baby boy, Leo. He has a passion for fitness and sports—particularly, the Kansas City Chiefs and Temple Owls Basketball and Football.
Lori Brennan
Sr. Associate Advisor
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, 63, and 66 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.
Pamela Sutliff
Sr. Associate Advisor
Pamela Sutliff has been with Spring Ridge Financial Group since 2002. After 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, 63, and 65 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 over 30 years, she and her husband, Bob, have two grown children, Sam and Claire. She loves her awesome family, dog Riley, 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, Clearwater, Block Island, and the Finger Lakes.
Robin Pysher
Associate Advisor
Robin Pysher graduated from Bloomsburg University with a BS 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 holds her FINRA Series 7, 63, and 65 registrations.
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.
Christina Ulrich, CFP®, AIF®, CPFA™
Associate Advisor
Insurance Specialist
Chrissy joined Spring Ridge in February 2020 with 10 years of experience in the banking/financial industry. Chrissy graduated top of her class from Full Sail University and holds a BS in Business and Music. She also earned her Leadership Certificate from Penn State University and holds FINRA Series 7 and 66 securities registrations, along with her PA Life, Health, and Annuity License. She also holds the AIF® (Accredited Investment Fiduciary) and CPFA™ (Certified Plan Fiduciary Advisor) designations and holds her CERTIFIED FINANCIAL PLANNER™ certification. Chrissy is responsible for initial prospect interviews, assisting clients with insurance planning and review, client account services, and 401(K)/business retirement plans. She prides herself on helping clients achieve their financial goals and building long-lasting relationships.
When not working, Chrissy enjoys spending time with her fiancé, Chris, her family and her dogs. She enjoys music, reading, and watching Investigation Discovery.
Joseph Periandi, CPA
Associate Advisor
Tax Specialist
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 7, 63, and 65 securities registrations 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.
Tax preparation services offered through Joseph M Periandi, CPA, are separate and unrelated to Commonwealth.
Angela Alexander
Sr. Client Relations Associate
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.
Bridgid Good
Sr. Client Relations Associate
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.
Kathleen Schwartz
Client Relations Associate
Kathleen Schwartz joined Spring Ridge Financial Group in 2021. She has over 25 years of experience in the financial services industry having previously worked for Merrill Lynch as a financial assistant, operations assistant, and financial advisor. Kathleen prepares meeting reports and assists advisors with day-to-day client needs. She graduated from Clarion University with a BS in communications.
Originally from the South, Kathleen is an avid University of Alabama fan. In her spare time, she enjoys watching college sports, Premier League Football, reading, and spending time with her family. She lives in Exeter with her husband.
Dawn Schmehl
Receptionist
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.
Christian Pascuzzo, CFP®
Financial Services Associate
Christian Pascuzzo, CFP®, is responsible for creating in-depth financial plans and retirement projections for prospective and current clients. Prior to joining Spring Ridge, Christian spent almost 10 years in the financial services industry with the previous five years at a local wealth management firm as a wealth advisor. He was responsible for meeting with clients to discuss their financial goals, preparing and presenting comprehensive financial plans, and helping to maintain and improve the firm’s various software platforms. Christian graduated from Shippensburg University, where he earned a BS in economics with a minor in mathematics. He holds his CERTIFIED FINANCIAL PLANNER™ designation along with the FINRA Series 65 securities registration. In his free time, Christian enjoys spending time with his wife, Sarah; 2-year-old daughter, Stella, and new baby boy Liam. He also enjoys being outside, golfing, and working around the house.
Ray Zeller
Business Manager
