A Culture of Caring

We serve humbly, bringing knowledge and perspective to the table when you need it most.

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Virgil Kahl, CPA, CFP®

President & CEO
Investment Advisor

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Gregory Frank, CPA, CFP®

Director of Financial Analytics
Financial Advisor

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Lori Brennan

Sr. Associate Advisor

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Pamela Sutliff

Sr. Associate Advisor

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Robin Pysher

Associate Advisor

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Christina Ulrich, AIF®, CPFA™

Associate Advisor
Insurance Specialist

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Joseph Periandi, CPA

Associate Advisor
Tax Specialist

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Angela Alexander

Sr. Client Relations Associate

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Bridgid Good

Sr. Client Relations Associate

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Kathleen Shwartz

Client Relations Associate

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Dawn Schmehl

Receptionist

 

 


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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.

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.

2021 Barron’s 2021 Top 100 Women Advisors, created by Barron's. Presented in June 2021 based on data gathered from March 2020 to March 2021. 887 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

2021 Barron's Top 1200 Advisors, created by Barron's. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 5,050 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

2021 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020.  32,725 Advisors were considered, approximately 5000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2021 Forbes Top Women Wealth Advisors, created by SHOOK Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. Presented in Oct 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

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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.

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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.

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Pamela Sutliff

Sr. Associate Advisor

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, 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.

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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, Series 63 and Series 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.

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Christina Ulrich, AIF®, CPFA™

Associate Advisor
Insurance Specialist

Chrissy Ulrich graduated top of her class from Full Sail University with 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. Prior to joining Spring Ridge Financial Group, Chrissy was in the banking and credit union industry, working closely with utility and energy companies and their employees. Chrissy is excited to be part of the Spring Ridge family and looks forward to assisting clients in achieving financial goals.

For fun, Chrissy enjoys spending time with her fiancé, Chris, her family, and her dogs. She enjoys reading, concerts, Broadway shows, and watching Investigation Discovery.

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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.

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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.

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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.

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Kathleen Shwartz

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.

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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.