Our full-time experts have some of the industry’s most prestigious designations. Put us to work for you.
MICHAEL D. BAITTINGER, CFP®, ChFC
Mike is responsible for client relationship management.
Prior to joining Andesa as an equity partner in 2006, Mike was a senior vice president at Wachovia Wealth Management, a division of Wachovia Bank, focusing on financial planning and investment management. A graduate of Bucknell University, Mike is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant (ChFC), and a Certified Fund Specialist (CFS). He has completed Level One of the Investment Management Consulting Certification Series through Raymond James & Associates, Inc. He holds the Series 7, 63 and 65 licenses, in addition to Pennsylvania Life and Health Insurance licenses.
Mike is a member of the Financial Planning Association and the Lehigh Valley Estate Planning Council. Additionally, he serves as treasurer of First Presbyterian Church Preschool in Bethlehem, PA.
PAUL C. BARBEHENN, CFA, CFP®
Paul is the lead portfolio manager and works closely with an extensive network of investment professionals and money managers to construct and implement appropriate investment strategies.
Paul is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. He has completed Level One of the Investment Management Consulting Certification Series through Raymond James & Associates, Inc. Paul is a member of the Financial Planning Association and the CFA Institute. He holds a bachelor’s degree in economics and political science from The Pennsylvania State University, and is on the Investment Committee of The First Presbyterian Church in Bethlehem, PA.
DAVID M. LEBER, CFP®, ChFC, CSA
Born in 1946, the first year of the baby boomer generation, Dave understands the retirement planning challenges that people face today. Dave’s integrity and credibility have made him a leading business and personal advisor in business, finances, taxes, investments and planning for over 30 years.
He holds a number of designations, including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant (ChFC) and Certified Senior Advisor (CSA). In addition, Dave has conducted workshops and seminars around the country on many subjects related to financial planning.
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Our full-time experts have some of the industry's most prestigious designations, and the experience to back them up.
How can we apply our leading-edge research and experience to help you? Contact us to request an appointment.