Great people doing great things.
It takes a lot of dedicated people to keep up with the financial services industry.
Fortunately, that's exactly what we have — a team of committed professionals all working together to address the changing needs of our clients.
Our representatives have over 35 years of experience in this industry, and they specialize in matters such as financial planning and investing, asset allocation, estate planning and trusts, and tax law. And as the firm continues to grow, new team members are brought aboard to concentrate on and support a particular component of preserving, managing, and allocating money throughout our clients' retirement years.
Below are a few of the professionals that work hard at preserving the assets of our customers.
Joseph Wirbick is the President and owner of Sequinox. He began his professional career serving in the Intelligence Department of the US Army as a Korean translator and signal interceptor. Subsequent experience with Prudential Insurance and Principle Insurance led Joseph to start his own company, Boyd Senior Planning, in 2001. A DLI/FLC graduate, he Attended Albright University, and is currently working on becoming a Certified Financial Planner.
Joseph is a Master Certified member of the HS Dent Advisors Network, as well as Ed Slott's Master Elite IRA Advisor Group.™ This is a nationally recognized professional group of advisors who receive advanced levels of training on a continuous basis. He is a member of the Lancaster Branch of NAIFA (National Association of Insurance and Financial Advisors), as well as a member of NAFA (National Association for Fixed Annuities). Joe is currently licensed in Pennsylvania, Delaware, Florida, Georgia and Nevada, and holds a Series 65 License.
In 2009, Joseph became a featured panel guest on WITF's SmartTalk, discussing investing and the economy. His community involvement includes serving on the Board of Directors for the Schreiber Pediatric Rehab Center, North Museum of Lancaster and WITF. He also belongs to the Lancaster Lions Club.
Patrick Cloonan, Certified Financial Planner, is responsible for managing the investment portfolios of Sequinox clients and helping individuals plan and protect their retirement funds. Patrick holds a Bachelor of Science from Shippensburg University, and a Master of Science from West Virginia University.
A Certified Financial PlannerTM since 2003, Patrick is a Registered Representative in Pennsylvania, Delaware, Georgia, and Virginia, as well as an Investment Advisor Representative in Pennsylvania, Maryland and Nevada. He is working on becoming a Chartered Financial Consultant (ChFC), which when completed will further his expertise of individual stock and bond analysis. Patrick's community involvement includes organizations such as the Free Masons and the Jaycees.
As an Investment Advisor Representative and Registered Representative, Michael Zimmerman manages all of the fixed investments of Sequinox's clients. Believing strongly in the importance of education, Mike stays on top of his industry as a member of the Learning Institute for Financial Executives. He applies what he learns from this elite group of planners not only to his portfolio management, but also to his clients' education; his free seminars to clients and non-clients alike cover a wide range of topics that are easy to follow and understand.
A graduate of Philadelphia University, Mike went on to earn a masters degree from the University of Texas. Working for GlaxoSmithKline for eight years, he became a published author and inventor of several patents in the field of Oncology and Virology. Mike is also licensed to represent and sell life and health insurance products. He is a member of the American Chemical Society.
Mike resides in East Coventry (Pottstown) with his wife, son and daughter. He enjoys outdoor projects and remodeling homes in his spare time. His hobbies include watching and participating in sports and boating.