Hoover-Braun Team

About the Hoover-Braun Team

It's your future and you deserve straight answers, rigorous analysis, and insightful advice that gets you there. Our diverse team brings our specialized knowledge, credentials, and experience to create stable solutions that get results. Because our goal is to help you reach your goals - today, tomorrow, and for generations to come.

We strive to bring you clarity, confidence, and a path to pursue your financial goals.

Hoover-Braun Team

Our Process

Client Logins

SCHWAB ALLIANCE FIDELITY WEG CLIENT PORTAL NAVIGATOR SMARTVAULT

Our Team, in Your Corner

Peter Hoover

CFP®

Senior Vice President, Financial Advisor

Malvern - Liberty Blvd, PA

Ted Braun

CFP®

Senior Vice President, Financial Advisor

Malvern - Liberty Blvd, PA

Jerry Fahey

CFP®

Senior Vice President, Financial Advisor

Malvern - Liberty Blvd, PA

Peter Scilovati

CIMA®

Financial Advisor

Malvern - Liberty Blvd, PA

Connor Smith

BFA, CFP®

Financial Advisor

Malvern - Liberty Blvd, PA

Kevin Smith

CFP®

Financial Advisor

Malvern - Liberty Blvd, PA

Support Team

Katie Koons

Senior Client Service Manager

Malvern - Liberty Blvd, PA

Danielle Califano

Client Service Manager

Malvern - Liberty Blvd, PA

Erin Gustafson

Client Service Manager

Malvern - Liberty Blvd, PA

Amy Keller

Team Operations Specialist

Malvern - Liberty Blvd, PA

Beth Hoover

Administrative Assistant

Malvern - Liberty Blvd, PA

Investment Team

David Sung

CFA®

Senior Portfolio Manager | Investment Strategist

Malvern - Liberty Blvd, PA

Daneen Small

Investment Associate

Malvern - Liberty Blvd, PA

Tax Team

John Furey

CPA

Senior Tax Analyst

Malvern - Liberty Blvd, PA

Lori Monk

Tax Analyst

Malvern - Liberty Blvd, PA

Susan Dougherty

Tax Consultant

Malvern - Liberty Blvd, PA

Mike Gibson

Tax Consultant

Malvern - Liberty Blvd, PA

Ernie Howard

Tax Consultant

Malvern - Liberty Blvd, PA

Carol Cirka

Tax Consultant

Malvern - Liberty Blvd, PA

FAQs

Meet the Hoover-Braun Team

In the news

Media

Investopedia: Ted Braun Featured in “Retiring This Year? Ditch the 4% Rule and Use These Strategies To Make Your Savings Last”

Ted Braun

Media

GOBankingRates: Ted Braun Featured in “Interest Rates May Be Falling But Your Net Worth Doesn’t Have To”

Ted Braun

Media

GOBankingRates: Ted Braun Featured in “Here’s How Much Cash You Need Stashed if a Recession Happens”

Ted Braun

Resources from our team

Newsroom

Investopedia: Ted Braun Featured in “Retiring This Year? Ditch the 4% Rule and Use These Strategies To Make Your Savings Last”

Ted Braun CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Investopedia in “Retiring This Year?

Ted Braun CFP®

01/31/2025

Newsroom

GOBankingRates: Ted Braun Featured in “Interest Rates May Be Falling But Your Net Worth Doesn’t Have To”

Ted Braun CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by GOBankingRates in “Interest Rates May Be Falling But Your Net Worth Doesn’t Ha

Ted Braun CFP®

10/28/2024

Newsroom

GOBankingRates: Ted Braun Featured in “Here’s How Much Cash You Need Stashed if a Recession Happens”

Ted Braun CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “Here’s How Much Cash You Need Stashed if a Recession Happens.

Ted Braun CFP®

04/23/2024

Newsroom

U.S. News & World Report: Ted Braun Featured in “Brokerage Account vs. IRA: Which Should You Invest In?”

Ted Braun, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by U.S. News & World Report in “Brokerage Account vs. IRA: Which Should You Invest In?”

Ted Braun CFP®

10/13/2023

Newsroom

Fortune: Ted Braun Featured in "How Much Money You Need to Make to Afford a $600,000 Home"

Ted Braun, Senior Vice President and Financial Advisor at Wealth Enhancement Group, was featured by Fortune in an article titled "How Much Money You Need to Make to Afford a $600,000 Home."

Ted Braun CFP®

06/29/2023

Team locations

Malvern - Liberty Blvd, PA

30 Liberty Blvd, Suite 200, Malvern, Pennsylvania, 19355

(610) 651-2777

details

Your complimentary consultation

During your no-obligation meeting, you will:

Get a second opinion on your financial situation

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

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USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.