Meet the Team

Michael Hartman, CFP®, RICP®

Founder & Financial Planner

Daniel Cieniewicz, CFP®

Financial Planner

Tyler Storms, MBA

Financial Planner

Michael Hartman, CFP®, RICP®

Founder & Financial Planner

Michael Hartman works with his clients to help create retirement income solutions for individuals and families who are concerned about the possibility of running out of money in retirement. Mike specializes in working with pre-retiree’s (typically 10 years or less away from retirement), who have been diligent savers throughout their working years, are looking for a trusted advisor, and who understand the value of having expert financial guidance when developing their income plan in retirement.

Mike obtained his Bachelor’s degree in Finance from Shippensburg University. Since joining the financial services industry in 2010, Mike has earned the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) designations. Mike was named a “Rising Star” by the Greater Philadelphia Chapter of the National Association of Insurance and Financial Advisors (NAIFA) in 2017, and received a similar “Rising Star” honor again in 2018 by the Greater Reading Young Professionals (GRYP). Mike is a class of 2020 graduate of the Leadership Berks program.

Mike and his wife, Alicia, reside in Sinking Spring. They are recent first-time parents to a baby girl, Makenzie, and have two pets, Tunie and Lilly. Mike stays active volunteering within the community, and is a past Board member of the Greater Reading Young Professionals and a past Cabinet member of the Emerging Leaders United. 

Favorite Take Out Spot

Papparone’s
I’d eat pizza every night if I could

Next up on the playlist

Podcasts
My wife is constantly telling me to take out my headphones!

Guilty Pleasure

Watching Pro Wrestling
I’m still a kid at heart

Ice Cream Flavor

Moose Tracks
But I’ll eat just about anything!

Superpower

Breakfast wizard
Hands down, the best meal of the day!

Sports Team

Seattle Mariners
I’m a glutton for punishment

Favorite Movie

Captain America, Winter Soldier
Is there a better man alive than Steve Rogers?

Favorite Hike

Cascade Falls, CO
Would go back in a heartbeat!

Daniel Cieniewicz, CFP®

Financial Planner

Dan Cieniewicz works with parents of teenage children as they find themselves in position to strategize to pay for college while also staying on track for retirement. Dan’s goal when working with clients is to explain the complexities of the financial aid & college application process and to strategize to make sure that both parents and children are set up for long term success. 

Dan was born & raised in Berks County. He attended Albright College, majoring in Economics & Political Science and played on the football team.  Dan has obtained the CERTIFIED FINANCIAL PLANNER™ designation. 

Dan is the head girls basketball coach at Warwick High School in Lititz, PA and recently began taking classes in martial arts. He resides in Lititz with his wife, Carly.   

Favorite Sport

Basketball
I love playing & coaching

Favorite restaurant

The Horse Inn
in Lancaster City, PA

Favorite Hobby

Karate
Specifically Tang Soo Do

Activity on my Bucket List

Surfing
Would love to catch a wave

Favorite place to visit

University of Virginia campus
So much history & a beautiful campus

Where I Could Improve

Cooking/Baking
my wife would agree

Guilty Pleasure(s)

Cigars and ice cream
But I usually indulge those separately

Best concert I've ever attended

Judah & the Lion
Would love to see them again in person

Tyler Storms, MBA

Financial Planner

Tyler Storms works with young families to help them unpack their financial situation and create a plan to work towards their financial goals. Tyler’s goal when working with his clients is to simplify the complexities of financial planning and help build strong financial habits that will last a lifetime.

Tyler obtained his Bachelor’s degree in Business Management at Albright College in Reading, PA  and his MBA at Kutztown University in Kutztown, PA.

Tyler enjoys spending time with his family, watching sports, and grilling on his Traeger. Tyler, his wife, Brooke, and baby boy, Elijah, reside in Berks County.

Sports Team

New York Mets
One day I hope to see a World Series!

Vacation Spot

Bethany Beach, DE
Great spot to unwind from the speed of everyday life

Go-To Workout

Riding my Peloton bike
It’s a love/ hate relationship

Most Memorable Event

The birth of my son, Elijah
A day I’ll never forget

Best Book Ever Read

The Bible
I learn something new every time I read it.

Quote to Live By

Rome wasn’t built in a day, but it was worked on every day”
Persistence is key

Favorite Meal

Cheeseburger and Fries
It’s the simple things in life

Favorite Season

Baseball Season
Let’s go Mets!

Michael Hartman works with his clients to help create retirement income solutions for individuals and families who are concerned about the possibility of running out of money in retirement. Mike specializes in working with pre-retiree’s (typically 10 years or less away from retirement), who have been diligent savers throughout their working years, are looking for a trusted advisor, and who understand the value of having expert financial guidance when developing their income plan in retirement.

Mike obtained his Bachelor’s degree in Finance from Shippensburg University. Since joining the financial services industry in 2010, Mike has earned the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) designations. Mike was named a “Rising Star” by the Greater Philadelphia Chapter of the National Association of Insurance and Financial Advisors (NAIFA) in 2017, and received a similar “Rising Star” honor again in 2018 by the Greater Reading Young Professionals (GRYP). Mike is a class of 2020 graduate of the Leadership Berks program.

Mike and his wife, Alicia, reside in Sinking Spring. They are recent first-time parents to a baby girl, Makenzie, and have two pets, Tunie and Lilly. Mike stays active volunteering within the community, and is a past Board member of the Greater Reading Young Professionals and a past Cabinet member of the Emerging Leaders United. 

Favorite Take Out Spot

Papparone’s
I’d eat pizza every night if I could

Next up on the playlist

Podcasts
My wife is constantly telling me to take out my headphones!

Guilty Pleasure

Watching Pro Wrestling
I’m still a kid at heart

Ice Cream Flavor

Moose Tracks
But I’ll eat just about anything!

Superpower

Breakfast wizard
Hands down, the best meal of the day!

Sports Team

Seattle Mariners
I’m a glutton for punishment

Favorite Movie

Captain America, Winter Soldier
Is there a better man alive than Steve Rogers?

Favorite Hike

Cascade Falls, CO
Would go back in a heartbeat!

Dan Cieniewicz works with parents of teenage children as they find themselves in position to strategize to pay for college while also staying on track for retirement. Dan’s goal when working with clients is to explain the complexities of the financial aid & college application process and to strategize to make sure that both parents and children are set up for long term success. 

Dan was born & raised in Berks County. He attended Albright College, majoring in Economics & Political Science and played on the football team.  Dan has obtained the CERTIFIED FINANCIAL PLANNER™ designation. 

Dan is the head girls basketball coach at Warwick High School in Lititz, PA and recently began taking classes in martial arts. He resides in Lititz with his wife, Carly.   

Favorite Sport

Basketball
I love playing & coaching

Favorite restaurant

The Horse Inn
in Lancaster City, PA

Favorite Hobby

Karate
Specifically Tang Soo Do

Activity on my Bucket List

Surfing
Would love to catch a wave

Favorite place to visit

University of Virginia campus
So much history & a beautiful campus

Where I Could Improve

Cooking/Baking
my wife would agree

Guilty Pleasure(s)

Cigars and ice cream
But I usually indulge those separately

Best concert I've ever attended

Judah & the Lion
Would love to see them again in person

Tyler Storms works with young families to help them unpack their financial situation and create a plan to work towards their financial goals. Tyler’s goal when working with his clients is to simplify the complexities of financial planning and help build strong financial habits that will last a lifetime.

Tyler obtained his Bachelor’s degree in Business Management at Albright College in Reading, PA  and his MBA at Kutztown University in Kutztown, PA.

Tyler enjoys spending time with his family, watching sports, and grilling on his Traeger. Tyler, his wife, Brooke, and baby boy, Elijah, reside in Berks County.

Sports Team

New York Mets
One day I hope to see a World Series!

Vacation Spot

Bethany Beach, DE
Great spot to unwind from the speed of everyday life

Go-To Workout

Riding my Peloton bike
It’s a love/ hate relationship

Most Memorable Event

The birth of my son, Elijah
A day I’ll never forget

Best Book Ever Read

The Bible
I learn something new every time I read it.

Quote to Live By

Rome wasn’t built in a day, but it was worked on every day”
Persistence is key

Favorite Meal

Cheeseburger and Fries
It’s the simple things in life

Favorite Season

Baseball Season
Let’s go Mets!

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