My Team

Our Team

 

Art BlickArt Blick, CFP®, CLU®, ChFC®

Wealth Management Advisor

Newtown Office: (215) 944-5300
West Palm Beach Office: (561) 284-8134
Cell: (609) 658-7003

Art began his career with Northwestern Mutual in 1982. Throughout the years he has built a team of experienced professionals to help him in keeping his commitment to provide the best possible service to his clients. He named his practice Turning Point Financial in 2016 out of his desire to be there for his clients through multiple generations. He specializes in complex financial planning including investment strategies and insurance, estate, and retirement planning.

Art graduated with a Bachelor of Business Administration from George Washington University. He maintains securities Series 6, 7, 63 and 66 registrations and his Life, Accident & Health Insurance license. Art also holds the CERTIFIED FINANCIAL PLANNER™ professional certification, Chartered Life Underwriter designation and Chartered Financial Consultant designation.

 
Ron S Lanyi

Ron S Lanyi, CLU®, CFP®, ChFC®, RICP®

Associate Wealth Management Advisor
Office 215-944-5301

Ron began his career in financial planning in 2001. He meets with new and existing clients to develop comprehensive financial plans tailored to each client's specific needs. His primary focus is protecting his client's families through estate, education and retirement planning.

Ron graduated from Rider University with a Bachelor's degree in Finance. He holds Series 6, 7, 9, 10 and 63 investment licenses and his Life, Accident & Health Insurance license. Ron also holds the CERTIFIED FINANCIAL PLANNER™ professional certification, Chartered Life Underwriter designation, Chartered Financial Consultant designation and the Retirement Income Certified Professional® designation.

 
Lyn E Blandi

Lyn E Blandi

Director of Operations
Office 215-944-5302

Lyn has been a key member of our team for more than 12 years. She runs the day to day operations of Turning Point Financial and ensures that we follow through on the commitments we make to our clients. She is dedicated to making sure client's needs are met and expectations are exceeded. 

Lyn is a graduate of Rowan University and maintains securities Series 6, 7 and 63 registrations and her Life, Accident & Health Insurance license. Lyn also holds the CERTIFIED FINANCIAL PLANNER™ professional certification, the Chartered Life Underwriter designation and the Chartered Financial Consultant designation.

 
Cynthia A Baker

Cynthia A Baker, CTFA, CLU®, CASL®

Associate Wealth Management Advisor
Office 215-944-5304
Mobile 609-751-6047

Cynthia has over 30 years of trust and estate administration experience. She provides in depth service to our client's trust needs.  She also meets with new and existing clients to help drive them toward their financial goals.

Cynthia is a graduate of Rider University and holds the Certified Trust & Financial Advisor and Chartered Advisor in Senior Living designations. She also maintains Life, Accident & Health insurance licenses and securities Series 7 and 63 registrations.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

 
Chris B Germani

Chris B Germani, CLU®, ChFC®, CFP®

Associate Wealth Management Advisor
Office 215-944-5303

Chris has been a part of our team for four years and meets with individuals and families to initiate financial plans that will grow with them as their needs change.  He also manages investment operations and handles client services for our investment clients.

Chris is a graduate of The Pennsylvania State University in University Park, PA and maintains securities Series 7 and 66 registrations and his Life, Accident & Health Insurance license. Chris also holds the CERTIFIED FINANCIAL PLANNER™ professional certification, the Chartered Life Underwriter designation and the Chartered Financial Consultant designation.

 
Cary G Tralies

Cary G Tralies

Administrative Assistant
Office 215-944-5305

With almost 30 years of office management experience, Cary has a passion for helping people. She helps answer questions about insurance policies, and processes and expedites the application process.

Cary has her Associate’s degree in Applied Sciences from the State of New York, and her Bachelor’s Degree in Organizational Management from Cabrini College. She maintains her Life, Accident and Health Insurance licenses.

 

 
Matthew S Schorr

Matthew S Schorr

Operations Assistant
Office 561-284-8100

Matt has recently joined our West Palm Beach office after more than 30 years in the accounting profession.

Matt graduated with a Bachelor of Business Administration from George Washington University.  He maintains his Life & Health insurance license.

 

Art Blick, CFP®, CLU®, ChFC®
Wealth Management Advisor


Turning Point Financial

 

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