Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.

Joseph D. Battaglini


Joe Battaglini is the President of Battaglini & Company, founded in 1989 to provide comprehensive wealth advisory and tax services to high net worth individuals and their businesses.

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Kristen L. Fitzgerald

610-964-1344 ext 102

Kristen joined Battaglini & Company in 1995 as his Tax Associate. Proudly she has been with the company for over 25 years and was Joe’s first employee. Kristen’s principal role at the firm is to assist Joe with all tax...

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Victoria M. Carroll

610-964-1344 ext 103

Victoria joined Battaglini & Company in 2009 and serves as our Wealth Design Specialist & Marketing Coordinator. Victoria holds a Series 6, 63, and 7 registration through Kestra Financial. Victoria’s principal role is to assist Joe...

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Jen Bonnett

610-964-1344 ext 100

Jen joined Battaglini & Company in November 2014 and serves as our Client Relations Specialist & Associate. Jen is responsible for meeting and greeting clients who visit the office to insure they have a positive experience. She focuses...

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Miss LuLu

Born in 2016, Lulu the Goldendoodle joined our team as Chief Morale Officer in September 2016 and is the fur baby of Victoria. She is responsible for keeping the team happy and relaxed. Lulu’s typical day at the office starts by...

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Miss Sam

Born in 2017, Sam the Australian Labradoodle joined our team as Chief Meeter & Greeter in October 2017 and is the fur baby of Jen. She is responsible for greeting all visitor’s that come into the office, making sure they feel...

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