Our Team
Our Team and Our Qualifications
Chestnut Investment Advisory has been working with individuals and businesses in the area for more than thirty years. Each of our team members has extensive professional experience.
Our team members hold various professional designations, and qualified representatives are licensed to provide a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial processes, services and products. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our skills to help you succeed in attaining your financial goals.
George Toth - President & Chief Executive Officer
George has worked with individual and corporate clients as an investment advisor for over 30 years. He is a conservative and attentive fiduciary who, through many cycles of market fluctuations, has experienced long-term success with his clients and investing strategies.
George is a Certified Financial Planner Licensee®, Certified Investment Management Consultant©, and the Past President of the Financial Planning Association of Philadelphia 1999-2001. He has also been preparing his clients' taxes for over 33 years, and continually educates himself in an effort to keep on top of applicable tax issues, as a means of limiting risk and maximizing tax code potential.
Contact him at gtoth@regardingyourmoney.com
Ellen DeStefano - Chief Operations Officer
Ellen joined the team in May 2016. Through her extensive professional and service positions, she has been responsible for maintaining numerous accounts with various organizations. Ellen's experience includes budgeting, accounting, working with diverse computer programs, communications, marketing, social media and web site development.
Ellen lives in and is active within the Abington community and Abington School District Educational Foundation board - AEF, as secretary.
Ellen will be happy to supply essential support when you call the Chestnut Investment Advisory office.
Contact her at ellend@regardingyourmoney.com
Melissa Rodkin - Chief Financial Oficer
Melissa started with us in Octobeer 2020. She earned a B.S. in Accounting/Finance from Drexel University. Melissa has a broad range of experiences - from Internal Auditor to Investment Analyst to Market Researcher to Store Operations Manager to Supply Chain to, of course, Accountant.
She lives in the Abington area and volunteers with literacy programs serving both adults and children.
Our Partnering Service Providers
Attorney Hilary A. Fuelleborn is conveniently located in Montgomery County, Pennsylvania, she concentrates on estate planning and estate administration in Pennsylvania and New Jersey. Her office is committed to providing caring and personalized advice and planning to families and individuals based on the client's needs and goals.