Our Team

About Beth

Beth Gallen Mastromarino, CFP^® is President of Van Reed Wealth Management and Financial Planning Advisors. Her responsibilities include overseeing the firms’ financial services practices which include retirement, investment, estate and insurance planning. Throughout her thirty-five years in the financial advisory industry, Beth has emphasized personalized service to help clients achieve their financial goals. She also works closely with corporate clients, defined contribution plans, trustee directed retirement plans, endowments and foundations, helping to formulate investment management strategies and appropriate implementation.

Beth founded VRWM in 2007 following a successful career as the president and managing director of Sterling Financial Advisors, LLC. At Sterling, Beth was instrumental in the strategic development of the investment advisory practice. Under Beth’s leadership, Sterling earned a spot on Wealth Manager’s (formerly Bloomberg’s) list of top advisors in the country for three consecutive years. Her ongoing client focus, strong operational discipline, and ability to build a talented, committed team have made Beth a respected leader within the community.

Education

B.S. Accountancy, 1982, Villanova University

Professional Activities & Memberships

• Certified Financial Planner (CFP®) Certificant from the Certified Financial Planning Board of Standards
• Series 7 General Securities, 1984, held with LPL Financial
• Series 63 Uniform Securities, 1984, held with LPL Financial
• Series 65 Uniform Investment Advisor Securities, 1997
• Series 24 General Securities Principal, 1999, held with LPL Financial
• Life and Fixed Annuities, Variable Annuities, Accident & Health, 1985
• Certified in Long - Term Care "CLTC" 2003

Estate Planning Council of Berks County -- Member

United Way of Berks County – Board Member

United Way of Berks County – Finance Committee Member

United Way of Berks County – Chairman Investment Advisory Committee

St. Ignatius Loyola CYO Board – Past Treasurer and Fundraising Chair

The Junior League of Reading, PA, Inc. – Previous Board Member and Secretary/Treasurer

Montessori Country Day School – Previous Board Member and Treasurer

Financial Planning Association (FPA) Tri-State Area – Co-Chair Spring Symposium

Alex J. Patterson, CPA is a financial planner and investment advisor representative at Financial Planning Advisors. His responsibilities include assisting our firm’s financial services practice which includes retirement, investment, estate and insurance planning.

Alex previously was a Vice President and Internal Audit Manager at PNC Financial Services Group, Inc. in Pittsburgh. During his four years at PNC, Alex spent time auditing both the Shared Services (Finance, Human Resources, Legal, Ethics, and Governance) and Asset Management Group lines of businesses. He was responsible for planning and leading audits over internal controls systems to ensure proper risk mitigation, ensuring regulatory and fiduciary compliance.

Prior to his tenure with PNC, Alex spent six years with Herbein + Company, Inc. in its western Pennsylvania offices where he was a supervisor responsible for the planning, supervision, and completion of audit & assurance services for a multitude of entity types, including Employee Benefit Plans. Additionally, at Herbein, Alex worked within the tax department completing personal (1040) tax returns, as well as business tax returns.

He has been a Certified Public Accountant in the Commonwealth of Pennsylvania since 2013 and is a licensed Investment Advisor Representative of Financial Planning Advisors. He is also a member of the Pennsylvania Institute of Certified Public Accountants (PICPA) and Financial Planning Association.

Alex graduated in 2011 with a B.A. Accountancy from Washington & Jefferson College, where he played football in addition to being active and serving as treasurer in his fraternity, Phi Delta Theta. Alex and his wife Rachel enjoy traveling and spending time with their daughter Felicity.