Broker Check

Meet the Team

Our primary initiative is to educate and empower women regarding their finances, with a very concentrated focus working with women who are divorced/divorcing or widowed.  It is especially critical that these women have an advisor whom they can trust, as they often unintentionally fall victim to advisors whom do not have their very best interests at heart.  

At our firm, giving back to the community is important and we especially focus on the tragic problem of financial domestic abuse in the United States.  To this end, we strive to raise awareness and funds for this great cause.

Christine Hennigan, ChFC®, CDFA®

Chartered Financial Consultant and Certified Divorce Financial Analyst

(610) 429-4020

Christine Hennigan, ChFC®, CDFA®

Since 1990, Christine Palmer Hennigan has been dedicated to helping individuals and businesses achieve their goals through sound financial planning.  She specializes in working with clients who are divorced, widowed or otherwise left to prepare for an independent future including investments, insurance, retirement, estate and divorce planning.

Christine frequently works with attorneys and mediators as well as their clients to navigate the complex financial aspects of the divorce process, including help in determining the sort of long-term financial impact of proposed divorce settlements.

A  graduate of Drexel University, Christine received her BS in Finance in 1990, and began her career with 1874Financial soon after.  Since then, Christine has worked tirelessly to involve women in financial decision-making especially in a pre-divorce situation.

Christine Palmer Hennigan has been quoted and published in The Wall Street Journal, Main Line Today and Women’s Business Journal, as well as a speaker at Haverford Trust Company and Nordstrom.

Cindy Caperelli

Client Relationship Manager


Cindy joined our firm in 2013 after taking time out of her career to be with her children during their younger years. Prior to that, she worked for 8 years at Independence Blue Cross, ending as a Business Analyst. As client relationship...

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Stevi Richards



Stevi joined our firm in 2013 after working at two law firms over her 25 year career as a paralegal. Her entire career has been spent serving clients in Chester County, most recently in the Estate and Family Law departments.Although...

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William "Buck" Holmes, ChFC®

Affiliated Partner

(215) 440-3630

Buck joined his father in 1998 after graduating from Cornell University with a degree in Consumer Economics. On January 1, 2013 Buck became the Managing Partner of Estate Strategies (ESI) leveraging his 15 years of industry experience...

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David Shoup, CFP®

Affiliated Partner


David joined the financial services business in 1994 with New England Financial Group. He spent 8 years with them before moving to an Independent Financial Services group in Exton, PA. For the first 20 years, he has specialized in...

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